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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.64%
3 Consumer Staples 14.25%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$29K 0.01%
559
+251
152
$29K 0.01%
588
+268
153
$28K 0.01%
373
+171
154
$28K 0.01%
354
+159
155
$28K 0.01%
139
+65
156
$28K 0.01%
1,230
+573
157
$27K 0.01%
706
+322
158
$27K 0.01%
+265
159
$27K 0.01%
+2,266
160
$27K 0.01%
519
+234
161
$27K 0.01%
195
+75
162
$27K 0.01%
122
+57
163
$26K 0.01%
366
+168
164
$26K 0.01%
838
+385
165
$26K 0.01%
335
+135
166
$26K 0.01%
170
+78
167
$26K 0.01%
231
+106
168
$26K 0.01%
918
+365
169
$25K 0.01%
425
170
$25K 0.01%
70
+28
171
$24K 0.01%
643
172
$24K 0.01%
548
+252
173
$24K 0.01%
274
+132
174
$24K 0.01%
+1,860
175
$23K 0.01%
835
+337
5 6
7
8 9