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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$150K 0.04%
11,099
-24,000
202
$145K 0.04%
1,251
+503
203
$136K 0.04%
+4,338
204
$132K 0.04%
4,941
+363
205
$126K 0.03%
9,023
+580
206
$126K 0.03%
244
-4
207
$125K 0.03%
4,705
+311
208
$123K 0.03%
1,404
209
$117K 0.03%
173
-24
210
$113K 0.03%
+514
211
$105K 0.03%
250
212
$105K 0.03%
991
+88
213
$104K 0.03%
10,029
+749
214
$104K 0.03%
+968
215
$96K 0.03%
7,658
+619
216
$91K 0.02%
1,495
217
$90K 0.02%
+1,164
218
$89K 0.02%
300
219
$89K 0.02%
26,982
+2,134
220
$88K 0.02%
650
221
$60K 0.02%
201
222
$60K 0.02%
268
-5
223
$54K 0.01%
182
224
$54K 0.01%
1,875
225
$50K 0.01%
1,124
7 8
9
10 11