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
$259M
AUM Growth
+$626K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.83M
3
+$5.8M
4
PG icon
Procter & Gamble
PG
+$4.18M
5
DRI icon
Darden Restaurants
DRI
+$4.04M

Top Sells

1
+$4.87M
2
+$4.75M
3
+$4.26M
4
MKL icon
Markel Group
MKL
+$4.11M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$4.1M

Sector Composition

1 Technology 26.71%
2 Consumer Staples 11.11%
3 Industrials 10.37%
4 Financials 9.14%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.02%
650
227
$46K 0.02%
606
-25
228
$44K 0.02%
3,408
229
$43K 0.02%
1,691
+448
230
$41K 0.02%
622
-388
231
$32K 0.01%
602
232
$31K 0.01%
275
233
$28K 0.01%
174
234
$27K 0.01%
160
235
$25K 0.01%
435
236
$25K 0.01%
1,398
237
$24K 0.01%
14
238
$23K 0.01%
1,970
239
$21K 0.01%
202
240
$19K 0.01%
425
241
$15K 0.01%
300
242
$14K 0.01%
+100
243
$12K ﹤0.01%
150
244
$11K ﹤0.01%
100
245
$9K ﹤0.01%
463
246
$8K ﹤0.01%
500
247
$8K ﹤0.01%
285
248
$8K ﹤0.01%
155
-963
249
$7K ﹤0.01%
131
250
$6K ﹤0.01%
239
8 9
10
11 12