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
$280M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.62M
3
+$4.58M
4
TIF
Tiffany & Co.
TIF
+$4.35M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$4.21M

Top Sells

1
+$5.6M
2
+$5.46M
3
+$5.33M
4
J icon
Jacobs Solutions
J
+$4.83M
5
DFS
Discover Financial Services
DFS
+$4.79M

Sector Composition

1 Technology 25.94%
2 Financials 16.28%
3 Industrials 14.09%
4 Healthcare 13.41%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
+65
302
$4K ﹤0.01%
+36
303
$4K ﹤0.01%
+113
304
$4K ﹤0.01%
+154
305
$4K ﹤0.01%
+23
306
$4K ﹤0.01%
+31
307
$4K ﹤0.01%
+32
308
$4K ﹤0.01%
+51
309
$4K ﹤0.01%
+32
310
$4K ﹤0.01%
+44
311
$4K ﹤0.01%
+71
312
$4K ﹤0.01%
+48
313
$4K ﹤0.01%
+82
314
$4K ﹤0.01%
106
-105,820
315
$4K ﹤0.01%
+45
316
$4K ﹤0.01%
+224
317
$4K ﹤0.01%
+129
318
$4K ﹤0.01%
+54
319
$4K ﹤0.01%
+80
320
$4K ﹤0.01%
+28
321
$3K ﹤0.01%
+61
322
$3K ﹤0.01%
+38
323
$3K ﹤0.01%
+61
324
$3K ﹤0.01%
+28
325
$3K ﹤0.01%
+54
11 12
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