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
$326M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.73M
3
+$7.18M
4
WTRG icon
Essential Utilities
WTRG
+$7.16M
5
COST icon
Costco
COST
+$6.93M

Top Sells

1
+$10.3M
2
+$9.13M
3
+$8.19M
4
WBS icon
Webster Financial
WBS
+$7.36M
5
NFLX icon
Netflix
NFLX
+$6.9M

Sector Composition

1 Consumer Staples 25.18%
2 Technology 11.77%
3 Industrials 11.61%
4 Financials 10.81%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+67
152
$2K ﹤0.01%
23
153
$2K ﹤0.01%
+58
154
$2K ﹤0.01%
13
-66,630
155
$2K ﹤0.01%
140
156
$2K ﹤0.01%
31
157
$2K ﹤0.01%
+28
158
$2K ﹤0.01%
15
159
$2K ﹤0.01%
72
160
$2K ﹤0.01%
+22
161
$2K ﹤0.01%
27
162
$2K ﹤0.01%
+22
163
$2K ﹤0.01%
29
164
$2K ﹤0.01%
33
165
$2K ﹤0.01%
26
166
$2K ﹤0.01%
+23
167
$2K ﹤0.01%
+33
168
$2K ﹤0.01%
65
169
$2K ﹤0.01%
60
170
$2K ﹤0.01%
+48
171
$2K ﹤0.01%
16
172
$2K ﹤0.01%
+150
173
$2K ﹤0.01%
+15
174
$2K ﹤0.01%
65
175
$2K ﹤0.01%
+43
5 6
7
8 9