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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87K 0.03%
1,684
+1,505
202
$79K 0.03%
+1,894
203
$79K 0.03%
668
-192
204
$78K 0.03%
+39
205
$73K 0.03%
+425
206
$69K 0.03%
741
207
$65K 0.02%
295
+3
208
$64K 0.02%
2,256
+402
209
$64K 0.02%
867
-6
210
$63K 0.02%
+6,135
211
$63K 0.02%
+1,644
212
$62K 0.02%
1,580
+30
213
$59K 0.02%
243
-1
214
$57K 0.02%
3,389
-23
215
$51K 0.02%
275
216
$51K 0.02%
+1,300
217
$51K 0.02%
540
-1,103
218
$43K 0.02%
+2,069
219
$42K 0.02%
314
+6
220
$41K 0.02%
626
-209
221
$41K 0.02%
420
+32
222
$39K 0.01%
200
+3
223
$37K 0.01%
235
224
$37K 0.01%
1,065
225
$35K 0.01%
143
-7
7 8
9
10 11