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
451
$1K ﹤0.01%
+33
452
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453
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455
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457
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458
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459
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460
$1K ﹤0.01%
+69
461
$1K ﹤0.01%
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462
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463
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464
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465
$1K ﹤0.01%
+38
466
$1K ﹤0.01%
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467
$1K ﹤0.01%
+18
468
$1K ﹤0.01%
+67
469
$1K ﹤0.01%
+43
470
$1K ﹤0.01%
+32
471
$1K ﹤0.01%
+23
472
$1K ﹤0.01%
+10
473
$1K ﹤0.01%
+21
474
$1K ﹤0.01%
+6
475
$1K ﹤0.01%
54
-9,337
17 18
19
20 21