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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.01%
100
-100
202
$21K 0.01%
79
-64
203
$21K 0.01%
202
204
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188
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205
$21K 0.01%
129
206
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$20K 0.01%
54
208
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253
209
$20K 0.01%
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+15
210
$20K 0.01%
389
211
$18K 0.01%
440
212
$18K 0.01%
430
-635
213
$18K 0.01%
241
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$18K 0.01%
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215
$17K 0.01%
101
+12
216
$17K 0.01%
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217
$17K 0.01%
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-10
218
$17K 0.01%
117
219
$17K 0.01%
149
220
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162
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$17K 0.01%
84
222
$16K 0.01%
554
-1,702
223
$16K 0.01%
79
224
$16K 0.01%
+142
225
$16K 0.01%
+239
7 8
9
10 11