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
$521M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.8M
3
+$11.6M
4
OTEX icon
Open Text
OTEX
+$11.6M
5
CHKP icon
Check Point Software Technologies
CHKP
+$11.1M

Top Sells

1
+$12.3M
2
+$11.7M
3
+$11.6M
4
VIAV icon
Viavi Solutions
VIAV
+$10.9M
5
AVP
Avon Products, Inc.
AVP
+$10.3M

Sector Composition

1 Financials 21.28%
2 Industrials 16.78%
3 Consumer Discretionary 12.03%
4 Healthcare 9.52%
5 Technology 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 4.08%
282,790
-7,531
2
$18.9M 3.63%
296,970
-5,523
3
$17.3M 3.32%
206,840
-5,830
4
$17.1M 3.28%
137,765
-1,880
5
$16.7M 3.2%
212,684
-3,224
6
$15.4M 2.96%
170,007
-2,891
7
$14.5M 2.79%
284,636
-3,184
8
$14.5M 2.79%
974,744
-6,764
9
$14.2M 2.73%
164,562
-766
10
$14.2M 2.72%
197,978
-1,183
11
$14M 2.68%
847,042
-2,662
12
$13.5M 2.6%
258,377
-1,814
13
$13.5M 2.59%
118,246
-993
14
$13.4M 2.58%
203,066
-1,725
15
$13.3M 2.56%
280,357
-1,032
16
$13.2M 2.53%
186,996
-2,031
17
$13.1M 2.51%
182,691
-152
18
$13M 2.5%
118,439
-922
19
$13M 2.5%
256,078
-2,429
20
$12.8M 2.46%
491,493
+1,047
21
$12.7M 2.44%
603,957
+794
22
$12.6M 2.43%
193,893
-1,246
23
$12.5M 2.39%
800,418
-3,673
24
$12.1M 2.32%
68,053
-147
25
$11.9M 2.29%
287,705
+424
1
2 3 4 5