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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.64%
3 Consumer Staples 14.25%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23K 0.01%
1,032
+420
177
$23K 0.01%
456
178
$22K 0.01%
+900
179
$22K 0.01%
315
+126
180
$22K 0.01%
810
+330
181
$21K 0.01%
200
182
$21K 0.01%
341
+135
183
$21K 0.01%
575
+230
184
$20K 0.01%
630
+255
185
$19K 0.01%
169
+40
186
$18K 0.01%
410
187
$18K 0.01%
150
+28
188
$18K 0.01%
156
+32
189
$18K 0.01%
587
-746
190
$16K 0.01%
495
191
$16K 0.01%
626
192
$14K ﹤0.01%
157
193
$13K ﹤0.01%
95
+40
194
$13K ﹤0.01%
254
195
$12K ﹤0.01%
1,000
196
$12K ﹤0.01%
496
197
$12K ﹤0.01%
+162
198
$12K ﹤0.01%
96
199
$11K ﹤0.01%
950
200
$11K ﹤0.01%
+971
6 7
8
9 10