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
$376M
AUM Growth
-$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$8.03M
3
+$7.54M
4
TSLA icon
Tesla
TSLA
+$7.53M
5
SJM icon
J.M. Smucker
SJM
+$7.05M

Top Sells

1
+$11.9M
2
+$10.4M
3
+$9.96M
4
MMM icon
3M
MMM
+$9.59M
5
MCK icon
McKesson
MCK
+$9.56M

Sector Composition

1 Healthcare 19.36%
2 Consumer Discretionary 15.29%
3 Consumer Staples 11.75%
4 Financials 11.45%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.79M 2.07%
182,022
-32,156
27
$7.62M 2.03%
259,422
-47,880
28
$7.54M 2.01%
+274,325
29
$7.53M 2%
+470,640
30
$7.38M 1.96%
79,773
-13,764
31
$7.13M 1.9%
82,318
-17,659
32
$7.05M 1.88%
+57,128
33
$7.01M 1.87%
64,960
-11,841
34
$6.95M 1.85%
+83,896
35
$6.88M 1.83%
+55,379
36
$6.7M 1.78%
+185,877
37
$6.52M 1.74%
48,443
-9,578
38
$6.5M 1.73%
+81,825
39
$6.26M 1.67%
340,754
-65,750
40
$5.95M 1.58%
64,547
-12,958
41
$5.71M 1.52%
+51,000
42
$5.09M 1.35%
+91,047
43
$1.46M 0.39%
+43,292
44
$889K 0.24%
17,607
+9,845
45
$768K 0.2%
17,921
+16,685
46
$611K 0.16%
2,407
+2,267
47
$500K 0.13%
6,935
+1,366
48
$492K 0.13%
8,809
+8,429
49
$305K 0.08%
5,545
-180
50
$295K 0.08%
+7,036
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