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
$276M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.48M
3
+$4.44M
4
ZBRA icon
Zebra Technologies
ZBRA
+$3.9M
5
WRK
WestRock Company
WRK
+$3.71M

Top Sells

1
+$6.09M
2
+$4.94M
3
+$4.37M
4
DISH
DISH Network Corp.
DISH
+$4.14M
5
UVV icon
Universal Corp
UVV
+$3.92M

Sector Composition

1 Technology 26.81%
2 Financials 17.12%
3 Industrials 13.89%
4 Healthcare 10.04%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 1.83%
45,007
-4,952
27
$4.96M 1.8%
94,747
+87,537
28
$4.82M 1.75%
46,323
-4,860
29
$4.78M 1.73%
23,268
+21,642
30
$4.65M 1.69%
18,759
-2,197
31
$4.57M 1.66%
92,843
-10,971
32
$4.48M 1.62%
+90,873
33
$4.34M 1.57%
71,410
-7,925
34
$4.33M 1.57%
144,027
-14,969
35
$4.31M 1.56%
19,168
-2,088
36
$4.05M 1.47%
19,906
-2,373
37
$4M 1.45%
63,336
+58,723
38
$3.94M 1.43%
91,007
-10,597
39
$3.9M 1.42%
+37,621
40
$3.68M 1.33%
98,575
+98,492
41
$3.66M 1.33%
39,305
-4,756
42
$3.46M 1.25%
25,658
-3,149
43
$1.4M 0.51%
131,472
+130,182
44
$1.34M 0.49%
20,997
-286
45
$912K 0.33%
3,718
+296
46
$858K 0.31%
30,744
+691
47
$795K 0.29%
10,509
-849
48
$672K 0.24%
15,892
+1,564
49
$665K 0.24%
4,902
-578
50
$661K 0.24%
14,169
+246
1
2
3 4 5