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
401
$1K ﹤0.01%
+60
402
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+63
403
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+16
404
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405
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+10
406
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+85
407
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+4
408
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+17
409
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+110
410
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+15
411
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+30
412
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+34
413
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+23
414
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415
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+19
416
$1K ﹤0.01%
+27
417
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+16
418
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+28
419
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+32
420
$1K ﹤0.01%
+80
421
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+33
422
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+20
423
$1K ﹤0.01%
+34
424
$1K ﹤0.01%
+18
425
$1K ﹤0.01%
+21
15 16
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