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
326
$3K ﹤0.01%
+27
327
$3K ﹤0.01%
+37
328
$3K ﹤0.01%
+27
329
$3K ﹤0.01%
+66
330
$3K ﹤0.01%
+42
331
$3K ﹤0.01%
+81
332
$3K ﹤0.01%
+31
333
$3K ﹤0.01%
+7
334
$3K ﹤0.01%
+12
335
$3K ﹤0.01%
+46
336
$3K ﹤0.01%
+83
337
$3K ﹤0.01%
+72
338
$3K ﹤0.01%
+64
339
$3K ﹤0.01%
+83
340
$3K ﹤0.01%
+60
341
$3K ﹤0.01%
+96
342
$3K ﹤0.01%
+70
343
$3K ﹤0.01%
+648
344
$3K ﹤0.01%
+78
345
$2K ﹤0.01%
+27
346
$2K ﹤0.01%
+36
347
$2K ﹤0.01%
+26
348
$2K ﹤0.01%
+5
349
$2K ﹤0.01%
+9
350
$2K ﹤0.01%
+31
12 13
14
15 16