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
301
$4K ﹤0.01%
+77
302
$4K ﹤0.01%
32
303
$4K ﹤0.01%
71
304
$4K ﹤0.01%
48
305
$4K ﹤0.01%
106
306
$4K ﹤0.01%
30
-6
307
$4K ﹤0.01%
129
308
$4K ﹤0.01%
54
309
$4K ﹤0.01%
80
310
$4K ﹤0.01%
+38
311
$3K ﹤0.01%
167
312
$3K ﹤0.01%
66
313
$3K ﹤0.01%
113
314
$3K ﹤0.01%
81
315
$3K ﹤0.01%
46
316
$3K ﹤0.01%
60
317
$3K ﹤0.01%
96
318
$3K ﹤0.01%
648
319
$2K ﹤0.01%
27
320
$2K ﹤0.01%
26
321
$2K ﹤0.01%
9
322
$2K ﹤0.01%
31
323
$2K ﹤0.01%
27
324
$2K ﹤0.01%
24
325
$2K ﹤0.01%
21
11 12
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