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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$49K 0.02%
+1,122
202
$49K 0.02%
+1,029
203
$48K 0.02%
253
+168
204
$48K 0.02%
369
+252
205
$47K 0.02%
+4,737
206
$47K 0.02%
+761
207
$47K 0.02%
+629
208
$46K 0.02%
205
+126
209
$46K 0.02%
185
+117
210
$45K 0.02%
140
+86
211
$45K 0.02%
+613
212
$45K 0.02%
409
+261
213
$45K 0.02%
+304
214
$44K 0.02%
480
+330
215
$44K 0.02%
742
+489
216
$44K 0.02%
+336
217
$43K 0.02%
446
+291
218
$43K 0.02%
+1,364
219
$43K 0.02%
625
220
$43K 0.02%
+742
221
$42K 0.02%
+288
222
$41K 0.02%
540
223
$41K 0.02%
+1,335
224
$40K 0.02%
1,944
+1,350
225
$37K 0.02%
1,370
+630
7 8
9
10 11