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
$276M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.48M
3
+$4.44M
4
ZBRA icon
Zebra Technologies
ZBRA
+$3.9M
5
WRK
WestRock Company
WRK
+$3.71M

Top Sells

1
+$6.09M
2
+$4.94M
3
+$4.37M
4
DISH
DISH Network Corp.
DISH
+$4.14M
5
UVV icon
Universal Corp
UVV
+$3.92M

Sector Composition

1 Technology 26.81%
2 Financials 17.12%
3 Industrials 13.89%
4 Healthcare 10.04%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K 0.01%
800
+770
252
$15K 0.01%
101
+98
253
$15K 0.01%
+149
254
$15K 0.01%
300
255
$15K 0.01%
129
-84
256
$15K 0.01%
84
-5
257
$14K 0.01%
194
-23
258
$14K 0.01%
44
259
$14K 0.01%
354
260
$13K ﹤0.01%
92
261
$13K ﹤0.01%
28
262
$12K ﹤0.01%
7
-30
263
$12K ﹤0.01%
1,000
-300
264
$12K ﹤0.01%
130
-5
265
$11K ﹤0.01%
33
-2
266
$11K ﹤0.01%
800
267
$11K ﹤0.01%
237
-41
268
$10K ﹤0.01%
159
+59
269
$10K ﹤0.01%
242
-394
270
$10K ﹤0.01%
108
-16
271
$10K ﹤0.01%
+166
272
$10K ﹤0.01%
249
-52
273
$10K ﹤0.01%
463
274
$8K ﹤0.01%
+78
275
$8K ﹤0.01%
155
-275
9 10
11
12 13