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
$280M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.62M
3
+$4.58M
4
TIF
Tiffany & Co.
TIF
+$4.35M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$4.21M

Top Sells

1
+$5.6M
2
+$5.46M
3
+$5.33M
4
J icon
Jacobs Solutions
J
+$4.83M
5
DFS
Discover Financial Services
DFS
+$4.79M

Sector Composition

1 Technology 25.94%
2 Financials 16.28%
3 Industrials 14.09%
4 Healthcare 13.41%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
+213
227
$21K 0.01%
+168
228
$21K 0.01%
+376
229
$19K 0.01%
+2,105
230
$18K 0.01%
+425
231
$18K 0.01%
+324
232
$18K 0.01%
+480
233
$18K 0.01%
+162
234
$18K 0.01%
+200
235
$18K 0.01%
+281
236
$18K 0.01%
+87
237
$17K 0.01%
+690
238
$17K 0.01%
+512
239
$17K 0.01%
+642
240
$17K 0.01%
+230
241
$17K 0.01%
+247
242
$16K 0.01%
+199
243
$16K 0.01%
+217
244
$16K 0.01%
+1,300
245
$16K 0.01%
+200
246
$16K 0.01%
+100
247
$16K 0.01%
+261
248
$16K 0.01%
+226
249
$15K 0.01%
+381
250
$15K 0.01%
+309
8 9
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