CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.26M
3
+$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1
+$9.92M
2
+$9.29M
3
+$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$441K 0.09%
+12,007
177
$437K 0.09%
+10,860
178
$433K 0.09%
4,216
179
$432K 0.09%
+4,399
180
$423K 0.08%
8,792
-32
181
$412K 0.08%
+1,890
182
$410K 0.08%
2,137
183
$390K 0.08%
9,416
-4,027
184
$371K 0.07%
142
+9
185
$369K 0.07%
12,545
-72
186
$358K 0.07%
12,223
+346
187
$348K 0.07%
4,675
188
$346K 0.07%
8,197
189
$338K 0.07%
1,113
+34
190
$337K 0.07%
3,605
+85
191
$337K 0.07%
1,499
192
$320K 0.06%
10,916
193
$319K 0.06%
+1,448
194
$318K 0.06%
2,235
195
$310K 0.06%
4,950
196
$303K 0.06%
+592
197
$302K 0.06%
4,972
+210
198
$295K 0.06%
3,956
-13
199
$293K 0.06%
+11,994
200
$291K 0.06%
+4,568
6 7
8
9 10