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
$258M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.3M
3
+$4.03M
4
TMUS icon
T-Mobile US
TMUS
+$3.91M
5
DIS icon
Walt Disney
DIS
+$3.86M

Top Sells

1
+$4.44M
2
+$4.33M
3
+$3.33M
4
TIF
Tiffany & Co.
TIF
+$3.23M
5
CIT
CIT Group Inc.
CIT
+$3.15M

Sector Composition

1 Technology 25.55%
2 Healthcare 16%
3 Financials 9.85%
4 Consumer Staples 8.74%
5 Real Estate 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.7%
90,712
+89,560
27
$4.31M 1.67%
107,791
+107,491
28
$4.26M 1.65%
16,013
-590
29
$4.12M 1.6%
63,497
-2,317
30
$4.11M 1.59%
4,120
-181
31
$4.1M 1.59%
46,134
-500
32
$4.03M 1.56%
+22,093
33
$3.92M 1.52%
38,992
-807
34
$3.92M 1.52%
16,181
-284
35
$3.91M 1.52%
+56,597
36
$3.91M 1.51%
35,176
+34,767
37
$3.8M 1.47%
81,118
+81,097
38
$3.79M 1.47%
44,942
-441
39
$3.77M 1.46%
56,437
-366
40
$3.64M 1.41%
147,828
-4,223
41
$3.52M 1.37%
87,756
-2,920
42
$3.04M 1.18%
+56,369
43
$1.76M 0.68%
10,936
-209
44
$1.38M 0.54%
5,332
45
$1.24M 0.48%
19,040
+2,312
46
$947K 0.37%
12,803
-170
47
$697K 0.27%
7,593
-1,942
48
$696K 0.27%
3,498
+1,745
49
$631K 0.24%
14,859
-373
50
$598K 0.23%
7,968
-2,867
1
2
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