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
$452M
AUM Growth
+$124K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$7.55M
3
+$7.42M
4
PNC icon
PNC Financial Services
PNC
+$7.36M
5
ZBRA icon
Zebra Technologies
ZBRA
+$626K

Top Sells

1
+$8.15M
2
+$6.45M
3
+$6.15M
4
Z icon
Zillow
Z
+$5.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.24M

Sector Composition

1 Technology 26.47%
2 Financials 15.48%
3 Industrials 12.49%
4 Communication Services 11.51%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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392
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