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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$110K 0.04%
500
177
$107K 0.04%
2,896
+56
178
$106K 0.04%
1,880
-12,856
179
$85K 0.03%
432
+7
180
$76K 0.03%
6,235
+100
181
$62K 0.02%
+1,470
182
$61K 0.02%
650
-91
183
$61K 0.02%
+533
184
$59K 0.02%
358
-266
185
$59K 0.02%
275
186
$57K 0.02%
248
+5
187
$57K 0.02%
+403
188
$53K 0.02%
625
-1,287
189
$51K 0.02%
450
-218
190
$44K 0.02%
540
191
$39K 0.01%
60
192
$34K 0.01%
626
193
$32K 0.01%
320
-2,360
194
$31K 0.01%
1,231
+45
195
$29K 0.01%
252
-168
196
$29K 0.01%
101
197
$28K 0.01%
740
-840
198
$27K 0.01%
2,352
+1,356
199
$23K 0.01%
425
200
$23K 0.01%
256
+30
6 7
8
9 10