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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$138K 0.05%
2,174
177
$137K 0.05%
839
-45
178
$136K 0.05%
+2,197
179
$136K 0.05%
3,688
+3,592
180
$135K 0.05%
4,268
181
$134K 0.05%
2,966
-166
182
$134K 0.05%
2,732
-175
183
$133K 0.05%
+2,482
184
$131K 0.05%
2,009
-108
185
$130K 0.05%
4,491
-275
186
$123K 0.04%
6,855
-342
187
$117K 0.04%
3,255
-23
188
$116K 0.04%
624
-2
189
$115K 0.04%
2,496
-18
190
$115K 0.04%
1,518
-3
191
$114K 0.04%
2,655
-18
192
$111K 0.04%
+2,840
193
$110K 0.04%
+3,514
194
$110K 0.04%
500
195
$104K 0.04%
1,600
196
$103K 0.04%
1,624
197
$98K 0.04%
1,102
198
$92K 0.03%
1,122
199
$89K 0.03%
652
200
$89K 0.03%
457
-40,457
6 7
8
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