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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$490K 0.1%
+6,289
152
$489K 0.1%
6,830
+6,807
153
$489K 0.1%
22,483
-136
154
$485K 0.1%
2,241
-1,122
155
$482K 0.1%
3,938
+11
156
$478K 0.1%
5,979
-910
157
$472K 0.1%
4,216
-35
158
$471K 0.1%
8,902
-108
159
$469K 0.1%
2,063
+24
160
$460K 0.1%
10,477
+386
161
$456K 0.1%
3,604
-240
162
$450K 0.09%
6,695
+8
163
$449K 0.09%
+11,633
164
$448K 0.09%
+6,539
165
$442K 0.09%
2,566
+9
166
$442K 0.09%
+18,300
167
$437K 0.09%
+5,593
168
$436K 0.09%
2,557
+17
169
$429K 0.09%
1,577
-21
170
$427K 0.09%
27,539
-282
171
$427K 0.09%
1,268
+15
172
$425K 0.09%
3,042
+60
173
$423K 0.09%
2,135
-12
174
$422K 0.09%
2,043
-123
175
$421K 0.09%
1,730
-1
5 6
7
8 9