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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$140K 0.06%
3,580
-2,721
152
$139K 0.06%
3,628
153
$139K 0.06%
4,354
+230
154
$139K 0.06%
2,657
+175
155
$137K 0.06%
+2,344
156
$137K 0.06%
+404
157
$136K 0.06%
+6,958
158
$135K 0.06%
+3,249
159
$134K 0.06%
+2,441
160
$132K 0.06%
6,809
+369
161
$130K 0.06%
2,563
162
$127K 0.05%
6,131
163
$126K 0.05%
4,397
164
$125K 0.05%
2,394
+155
165
$121K 0.05%
1,113
166
$121K 0.05%
+1,233
167
$114K 0.05%
+2,306
168
$111K 0.05%
829
-10
169
$110K 0.05%
2,238
170
$105K 0.05%
+3,521
171
$105K 0.05%
+1,311
172
$104K 0.04%
+5,377
173
$104K 0.04%
+5,638
174
$100K 0.04%
3,360
-221
175
$99K 0.04%
500
5 6
7
8 9