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
$258M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.3M
3
+$4.03M
4
TMUS icon
T-Mobile US
TMUS
+$3.91M
5
DIS icon
Walt Disney
DIS
+$3.86M

Top Sells

1
+$4.44M
2
+$4.33M
3
+$3.33M
4
TIF
Tiffany & Co.
TIF
+$3.23M
5
CIT
CIT Group Inc.
CIT
+$3.15M

Sector Composition

1 Technology 25.55%
2 Healthcare 16%
3 Financials 9.85%
4 Consumer Staples 8.74%
5 Real Estate 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.02%
+2,419
227
$48K 0.02%
336
228
$48K 0.02%
169
-545
229
$46K 0.02%
280
+27
230
$44K 0.02%
+812
231
$35K 0.01%
349
-193
232
$34K 0.01%
+568
233
$32K 0.01%
552
+392
234
$30K 0.01%
602
-24
235
$30K 0.01%
+275
236
$30K 0.01%
+705
237
$29K 0.01%
981
238
$29K 0.01%
298
+115
239
$29K 0.01%
1,243
+57
240
$28K 0.01%
109
241
$28K 0.01%
+1,398
242
$27K 0.01%
+174
243
$26K 0.01%
+14
244
$26K 0.01%
+160
245
$25K 0.01%
132
246
$24K 0.01%
+435
247
$24K 0.01%
+1,970
248
$21K 0.01%
425
249
$19K 0.01%
352
250
$18K 0.01%
343
-100
8 9
10
11 12