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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$97K 0.04%
2,456
+576
177
$90K 0.04%
442
+167
178
$79K 0.03%
+4,152
179
$68K 0.03%
7,218
180
$64K 0.03%
+1,540
181
$62K 0.03%
405
-27
182
$60K 0.03%
650
183
$60K 0.03%
654
+512
184
$56K 0.02%
5,850
-385
185
$55K 0.02%
450
186
$55K 0.02%
537
+285
187
$54K 0.02%
378
-25
188
$54K 0.02%
500
-33
189
$53K 0.02%
+5,522
190
$53K 0.02%
542
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191
$52K 0.02%
278
+178
192
$52K 0.02%
396
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193
$51K 0.02%
680
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194
$51K 0.02%
369
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195
$51K 0.02%
1,118
+963
196
$50K 0.02%
+259
197
$50K 0.02%
684
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198
$50K 0.02%
1,152
+712
199
$50K 0.02%
1,215
+785
200
$49K 0.02%
1,380
-90
6 7
8
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