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
$293M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.21M
3
+$6.13M
4
TGT icon
Target
TGT
+$5.98M
5
BKI
Black Knight, Inc. Common Stock
BKI
+$5.41M

Top Sells

1
+$5.78M
2
+$5.72M
3
+$4.5M
4
AEE icon
Ameren
AEE
+$4.12M
5
CMCSA icon
Comcast
CMCSA
+$3.93M

Sector Composition

1 Technology 24.52%
2 Healthcare 22.15%
3 Consumer Staples 12.64%
4 Financials 12.62%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$129K 0.04%
382
-316
177
$128K 0.04%
9,379
+411
178
$127K 0.04%
9,360
-1,560
179
$122K 0.04%
1,273
180
$117K 0.04%
+472
181
$112K 0.04%
+1,718
182
$112K 0.04%
2,783
183
$98K 0.03%
1,644
-2,895
184
$85K 0.03%
374
-81
185
$84K 0.03%
1,375
186
$79K 0.03%
1,100
187
$70K 0.02%
1,280
188
$68K 0.02%
+233
189
$67K 0.02%
450
-337
190
$66K 0.02%
3,582
-1,377
191
$62K 0.02%
270
192
$61K 0.02%
500
193
$60K 0.02%
+1,944
194
$59K 0.02%
376
195
$56K 0.02%
1,415
+17
196
$56K 0.02%
+1,322
197
$50K 0.02%
394
198
$50K 0.02%
860
-180
199
$50K 0.02%
+276
200
$47K 0.02%
247
6 7
8
9 10