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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$413K 0.09%
39,159
-367
177
$411K 0.09%
3,215
-7
178
$410K 0.09%
17,762
+769
179
$404K 0.09%
2,948
-59
180
$403K 0.08%
1,054
-99
181
$401K 0.08%
8,451
+350
182
$400K 0.08%
+3,345
183
$396K 0.08%
6,656
+3,188
184
$396K 0.08%
4,847
+2,426
185
$378K 0.08%
475
+3
186
$361K 0.08%
2,355
+117
187
$360K 0.08%
12,617
+1,520
188
$340K 0.07%
2,137
-11
189
$324K 0.07%
+2,450
190
$319K 0.07%
607
-115
191
$313K 0.07%
10,916
-386
192
$309K 0.07%
1,531
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193
$296K 0.06%
8,197
-401
194
$294K 0.06%
+4,675
195
$291K 0.06%
1,499
-43
196
$290K 0.06%
1,079
-44
197
$283K 0.06%
11,877
+318
198
$283K 0.06%
+1,215
199
$283K 0.06%
5,687
-356
200
$281K 0.06%
526
-64
6 7
8
9 10