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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$273K 0.06%
4,762
+138
202
$272K 0.06%
1,568
-40
203
$269K 0.06%
+3,969
204
$268K 0.06%
45,317
-1,276
205
$267K 0.06%
+906
206
$265K 0.06%
+3,520
207
$265K 0.06%
+6,560
208
$264K 0.06%
+31,454
209
$263K 0.06%
+10,206
210
$260K 0.05%
+2,571
211
$259K 0.05%
133
+4
212
$254K 0.05%
+5,657
213
$252K 0.05%
9,606
-192
214
$252K 0.05%
12,034
-264
215
$250K 0.05%
4,969
+167
216
$250K 0.05%
9,991
-169
217
$245K 0.05%
1,439
218
$244K 0.05%
+46,330
219
$243K 0.05%
8,348
-485
220
$241K 0.05%
4,950
+4,525
221
$240K 0.05%
13,971
-213
222
$240K 0.05%
6,963
-518
223
$237K 0.05%
+2,235
224
$233K 0.05%
14,432
-269
225
$233K 0.05%
544
+19
7 8
9
10 11