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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.85M 3.59%
212,944
-8,376
2
$7.42M 2.71%
42,585
-905
3
$7.23M 2.64%
44,205
-986
4
$6.78M 2.47%
24,568
-419
5
$6.69M 2.44%
102,588
-1,556
6
$6.66M 2.43%
43,182
-552
7
$6.61M 2.41%
111,732
-2,995
8
$6.34M 2.31%
67,630
-1,401
9
$6.2M 2.26%
273,339
-4,279
10
$6.14M 2.24%
57,031
-891
11
$5.86M 2.14%
44,502
-643
12
$5.73M 2.09%
66,944
-998
13
$5.42M 1.98%
88,780
+4,113
14
$5.34M 1.95%
+69,633
15
$5.3M 1.93%
17,814
-247
16
$5.27M 1.92%
33,312
-191
17
$5.26M 1.92%
43,393
-472
18
$5.16M 1.88%
36,009
-443
19
$5.07M 1.85%
137,619
-1,980
20
$5.05M 1.84%
36,573
-379
21
$5M 1.82%
+86,002
22
$4.96M 1.81%
36,130
-375
23
$4.91M 1.79%
4,529
-33
24
$4.81M 1.76%
35,263
-44
25
$4.73M 1.73%
21,628
+21,560
1
2 3 4 5