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
$273M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$5.02M
3
+$4.91M
4
QRVO icon
Qorvo
QRVO
+$555K
5
DOV icon
Dover
DOV
+$418K

Top Sells

1
+$7.03M
2
+$5.44M
3
+$3.58M
4
TSCO icon
Tractor Supply
TSCO
+$491K
5
COO icon
Cooper Companies
COO
+$450K

Sector Composition

1 Technology 21.74%
2 Industrials 14.76%
3 Consumer Staples 13.24%
4 Healthcare 10.62%
5 Real Estate 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-6,056
277
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279
$0 ﹤0.01%
+2
280
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282
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283
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284
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285
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286
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287
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288
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289
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290
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291
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292
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296
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298
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300
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-27,125
9 10 11
12
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