CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
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
376
$2K ﹤0.01%
+21
377
$2K ﹤0.01%
+69
378
$2K ﹤0.01%
+32
379
$2K ﹤0.01%
+42
380
$2K ﹤0.01%
+21
381
$2K ﹤0.01%
167
-17,892
382
$2K ﹤0.01%
+39
383
$2K ﹤0.01%
+22
384
$2K ﹤0.01%
+23
385
$2K ﹤0.01%
+38
386
$2K ﹤0.01%
+40
387
$2K ﹤0.01%
+27
388
$1K ﹤0.01%
+16
389
$1K ﹤0.01%
+13
390
$1K ﹤0.01%
+15
391
$1K ﹤0.01%
+22
392
$1K ﹤0.01%
+28
393
$1K ﹤0.01%
+22
394
$1K ﹤0.01%
+18
395
$1K ﹤0.01%
+22
396
$1K ﹤0.01%
+15
397
$1K ﹤0.01%
+13
398
$1K ﹤0.01%
+20
399
$1K ﹤0.01%
+33
400
$1K ﹤0.01%
+71
14 15
16
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