CIM

Contravisory Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 21.56%
This Quarter Est. Return
1 Year Est. Return
+21.56%
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 οΉ€0.01%
100
152
$3K οΉ€0.01%
+35
153
$3K οΉ€0.01%
60
154
$3K οΉ€0.01%
+250
155
$2K οΉ€0.01%
300
156
$2K οΉ€0.01%
96
157
$1K οΉ€0.01%
404
158
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-250
159
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160
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161
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-4,987
162
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163
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164
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171
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4 5 6
7
8