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
$343M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.87M
3
+$8.59M
4
MDLZ icon
Mondelez International
MDLZ
+$8.19M
5
BAH icon
Booz Allen Hamilton
BAH
+$6.98M

Top Sells

1
+$13M
2
+$12.9M
3
+$12M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$10.9M
5
CVS icon
CVS Health
CVS
+$10.8M

Sector Composition

1 Consumer Staples 21.59%
2 Financials 12.14%
3 Consumer Discretionary 11.15%
4 Technology 9.91%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
25
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+47
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10
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39
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10
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+10
197
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198
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199
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-9,081
200
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-14
6 7
8
9 10