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
351
$2K ﹤0.01%
+24
352
$2K ﹤0.01%
+42
353
$2K ﹤0.01%
+21
354
$2K ﹤0.01%
167
-17,892
355
$2K ﹤0.01%
+75
356
$2K ﹤0.01%
+18
357
$2K ﹤0.01%
+67
358
$2K ﹤0.01%
+38
359
$2K ﹤0.01%
+17
360
$2K ﹤0.01%
+17
361
$2K ﹤0.01%
+21
362
$2K ﹤0.01%
+20
363
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+30
364
$2K ﹤0.01%
+51
365
$2K ﹤0.01%
+42
366
$2K ﹤0.01%
+36
367
$2K ﹤0.01%
+25
368
$2K ﹤0.01%
+39
369
$2K ﹤0.01%
+22
370
$2K ﹤0.01%
+23
371
$2K ﹤0.01%
+38
372
$2K ﹤0.01%
+40
373
$2K ﹤0.01%
+27
374
$2K ﹤0.01%
+68
375
$2K ﹤0.01%
+17
13 14
15
16 17