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
$481M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.2M
3
+$10.9M
4
VIAV icon
Viavi Solutions
VIAV
+$10.9M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$10.8M

Top Sells

1
+$11.2M
2
+$10.9M
3
+$10.9M
4
VMC icon
Vulcan Materials
VMC
+$10.7M
5
AMT icon
American Tower
AMT
+$10.5M

Sector Composition

1 Financials 23.34%
2 Industrials 16.38%
3 Healthcare 11.65%
4 Consumer Discretionary 9.92%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 3.8%
290,321
-19,705
2
$16.7M 3.47%
302,493
-9,951
3
$15.3M 3.18%
139,645
-4,279
4
$15.2M 3.16%
215,908
-7,896
5
$14.3M 2.98%
212,670
-5,810
6
$14M 2.91%
287,820
-8,320
7
$13.7M 2.85%
119,361
+1,053
8
$13.3M 2.78%
119,239
+130
9
$13.3M 2.77%
172,898
-3,975
10
$12.9M 2.69%
165,328
+1,119
11
$12.9M 2.68%
204,791
+1,636
12
$12.7M 2.65%
281,389
+2,943
13
$12.6M 2.61%
981,508
+10,248
14
$12.5M 2.59%
240,359
+1,964
15
$12.4M 2.59%
258,507
+2,504
16
$12.4M 2.58%
182,843
+1,989
17
$12.4M 2.58%
735,290
+5,848
18
$12.3M 2.55%
357,963
-2,420
19
$12.3M 2.55%
260,191
-4,081
20
$12.1M 2.53%
490,446
+5,481
21
$11.8M 2.45%
181,387
+2,201
22
$11.7M 2.43%
283,398
+1,923
23
$11.6M 2.42%
213,972
+2,575
24
$11.6M 2.41%
195,139
-3,025
25
$11.3M 2.35%
603,163
+2,713
1
2 3 4 5