CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.26M
3
+$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1
+$9.92M
2
+$9.29M
3
+$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$498K 0.1%
1,113
-4
152
$496K 0.1%
+2,054
153
$494K 0.1%
+6,499
154
$494K 0.1%
+15,046
155
$493K 0.1%
2,400
+25
156
$491K 0.1%
6,184
-23
157
$487K 0.1%
+42,388
158
$486K 0.1%
2,039
+72
159
$483K 0.1%
+5,697
160
$483K 0.1%
583
-24
161
$481K 0.09%
+7,053
162
$480K 0.09%
+6,333
163
$480K 0.09%
1,486
-45
164
$479K 0.09%
+3,326
165
$476K 0.09%
6,920
+1,004
166
$476K 0.09%
18,300
167
$471K 0.09%
+11,536
168
$470K 0.09%
1,077
+23
169
$467K 0.09%
1,648
-7
170
$464K 0.09%
+8,302
171
$464K 0.09%
9,911
-5,477
172
$463K 0.09%
2,556
-10
173
$457K 0.09%
2,038
-5
174
$455K 0.09%
+5,080
175
$452K 0.09%
2,931
-17
5 6
7
8 9