CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.4M
3
+$11.3M
4
BUD icon
AB InBev
BUD
+$11.3M
5
BK icon
Bank of New York Mellon
BK
+$10.2M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$10.7M
4
HAL icon
Halliburton
HAL
+$8.79M
5
GG
Goldcorp Inc
GG
+$8.37M

Sector Composition

1 Healthcare 23.73%
2 Technology 19.2%
3 Industrials 9.85%
4 Materials 9.55%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
100
152
$3K ﹤0.01%
60
153
$3K ﹤0.01%
+250
154
$3K ﹤0.01%
+35
155
$2K ﹤0.01%
300
156
$2K ﹤0.01%
96
157
$1K ﹤0.01%
404
158
– –
-900
159
– –
-4,987
160
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-3,235
161
– –
-16,354
162
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-100
163
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-410
164
– –
-20,906
165
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166
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167
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168
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-15,720
169
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-3,606
170
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-48
171
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-870
172
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-5,775
173
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-15,613
174
– –
-8,753
175
– –
-3,971
4 5 6
7
8