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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$161K 0.06%
4,124
152
$157K 0.06%
2,482
153
$154K 0.06%
2,197
154
$154K 0.06%
2,658
155
$154K 0.06%
3,364
156
$153K 0.05%
2,919
-85
157
$150K 0.05%
2,235
158
$148K 0.05%
6,440
159
$147K 0.05%
4,348
160
$144K 0.05%
+7,218
161
$141K 0.05%
7,320
162
$141K 0.05%
839
163
$141K 0.05%
2,239
164
$139K 0.05%
+6,131
165
$137K 0.05%
2,966
166
$137K 0.05%
3,628
+3,274
167
$136K 0.05%
1,113
+13
168
$136K 0.05%
+2,238
169
$131K 0.05%
2,732
170
$125K 0.04%
+4,397
171
$125K 0.04%
8,563
172
$123K 0.04%
+2,563
173
$121K 0.04%
2,009
174
$116K 0.04%
3,581
+67
175
$114K 0.04%
+5,301
5 6
7
8 9