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
276
$7K ﹤0.01%
21
277
$7K ﹤0.01%
100
278
$7K ﹤0.01%
500
279
$6K ﹤0.01%
59
280
$6K ﹤0.01%
373
281
$6K ﹤0.01%
+60
282
$6K ﹤0.01%
46
283
$6K ﹤0.01%
68
284
$6K ﹤0.01%
300
285
$5K ﹤0.01%
131
286
$5K ﹤0.01%
390
287
$5K ﹤0.01%
30
288
$5K ﹤0.01%
239
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$5K ﹤0.01%
123
-97
290
$5K ﹤0.01%
35
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291
$5K ﹤0.01%
224
292
$5K ﹤0.01%
31
-56
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25
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$4K ﹤0.01%
46
295
$4K ﹤0.01%
65
296
$4K ﹤0.01%
+32
297
$4K ﹤0.01%
36
298
$4K ﹤0.01%
+46
299
$4K ﹤0.01%
31
300
$4K ﹤0.01%
32
10 11
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