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
$272M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.38M
3
+$5.3M
4
CAH icon
Cardinal Health
CAH
+$5M
5
MTD icon
Mettler-Toledo International
MTD
+$4.87M

Top Sells

1
+$6.44M
2
+$4.56M
3
+$4.16M
4
ROST icon
Ross Stores
ROST
+$4.03M
5
DIS icon
Walt Disney
DIS
+$3.94M

Sector Composition

1 Technology 23.4%
2 Healthcare 18.72%
3 Financials 12.56%
4 Consumer Staples 11.35%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$196K 0.07%
+2,680
152
$193K 0.07%
771
153
$183K 0.07%
2,624
154
$183K 0.07%
1,900
155
$175K 0.06%
3,177
156
$170K 0.06%
1,936
157
$170K 0.06%
+860
158
$169K 0.06%
318
+125
159
$163K 0.06%
667
160
$162K 0.06%
2,172
+160
161
$161K 0.06%
+378
162
$160K 0.06%
+1,633
163
$159K 0.06%
5,270
164
$159K 0.06%
+1,984
165
$157K 0.06%
2,351
166
$156K 0.06%
+872
167
$156K 0.06%
+3,816
168
$152K 0.06%
+5,073
169
$151K 0.06%
+1,273
170
$150K 0.06%
726
171
$149K 0.05%
+2,914
172
$148K 0.05%
1,388
173
$146K 0.05%
600
+211
174
$146K 0.05%
996
175
$145K 0.05%
+1,856
5 6
7
8 9