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
251
$6K ﹤0.01%
54
252
$5K ﹤0.01%
390
253
$5K ﹤0.01%
122
254
$5K ﹤0.01%
235
-18,252
255
$5K ﹤0.01%
32
256
$5K ﹤0.01%
94
257
$5K ﹤0.01%
300
258
$4K ﹤0.01%
81
259
$3K ﹤0.01%
96
-369
260
$3K ﹤0.01%
67
261
$3K ﹤0.01%
17
262
$2K ﹤0.01%
17
263
$2K ﹤0.01%
18
264
$2K ﹤0.01%
100
265
$2K ﹤0.01%
40
266
$2K ﹤0.01%
11
267
$1K ﹤0.01%
81
+49
268
$1K ﹤0.01%
5
269
$1K ﹤0.01%
30
270
$1K ﹤0.01%
56
271
$0 ﹤0.01%
+8
272
– –
-4,767
273
– –
-581
274
– –
-4,796
275
– –
-2,184
9 10
11
12 13