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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$385K 0.1%
8,318
+696
152
$385K 0.1%
6,857
+1,084
153
$384K 0.1%
3,450
+302
154
$383K 0.1%
954
155
$381K 0.1%
584
+32
156
$362K 0.1%
4,255
+445
157
$361K 0.1%
+731
158
$355K 0.1%
5,340
+80
159
$353K 0.1%
4,544
-220
160
$347K 0.09%
2,466
+51
161
$343K 0.09%
605
+89
162
$337K 0.09%
4,683
+3,154
163
$323K 0.09%
15,169
-325
164
$309K 0.08%
1,641
+164
165
$304K 0.08%
3,743
+47
166
$300K 0.08%
6,144
+640
167
$295K 0.08%
10,038
+1,079
168
$290K 0.08%
11,390
169
$285K 0.08%
3,519
+326
170
$281K 0.08%
4,701
-135
171
$269K 0.07%
574
+207
172
$264K 0.07%
10,747
+1,436
173
$261K 0.07%
2,883
-1,095
174
$252K 0.07%
+3,934
175
$250K 0.07%
+7,718
5 6
7
8 9