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
251
$17K 0.01%
202
252
$16K 0.01%
+146
253
$16K 0.01%
+465
254
$15K 0.01%
+137
255
$15K 0.01%
366
-18
256
$13K 0.01%
300
257
$11K ﹤0.01%
150
-150
258
$10K ﹤0.01%
100
259
$10K ﹤0.01%
+95
260
$10K ﹤0.01%
300
-1,035
261
$9K ﹤0.01%
131
262
$9K ﹤0.01%
106
+98
263
$9K ﹤0.01%
160
-42
264
$9K ﹤0.01%
130
265
$8K ﹤0.01%
+67
266
$8K ﹤0.01%
500
267
$8K ﹤0.01%
+285
268
$8K ﹤0.01%
463
269
$7K ﹤0.01%
+239
270
$7K ﹤0.01%
+124
271
$7K ﹤0.01%
+69
272
$7K ﹤0.01%
54
273
$6K ﹤0.01%
+33
274
$6K ﹤0.01%
+197
275
$6K ﹤0.01%
100
-100
9 10
11
12 13