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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$192K 0.07%
6,022
-639
152
$188K 0.07%
1,575
-96
153
$187K 0.07%
3,518
154
$178K 0.06%
3,364
-206
155
$173K 0.06%
+6,440
156
$166K 0.06%
1,700
-96
157
$162K 0.06%
1,582
-80
158
$159K 0.06%
+8,563
159
$158K 0.06%
1,912
160
$157K 0.06%
3,004
-155
161
$152K 0.06%
1,604
+310
162
$151K 0.06%
+4,348
163
$151K 0.06%
2,658
-164
164
$149K 0.05%
3,124
-145
165
$148K 0.05%
+2,235
166
$146K 0.05%
7,320
-409
167
$145K 0.05%
9,225
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168
$143K 0.05%
1,267
-66
169
$143K 0.05%
4,124
-230
170
$142K 0.05%
+2,787
171
$141K 0.05%
4,060
-349
172
$141K 0.05%
9,065
-454
173
$140K 0.05%
+2,239
174
$139K 0.05%
1,100
175
$139K 0.05%
2,084
+84
5 6
7
8 9