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
$259M
AUM Growth
+$626K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.83M
3
+$5.8M
4
PG icon
Procter & Gamble
PG
+$4.18M
5
DRI icon
Darden Restaurants
DRI
+$4.04M

Top Sells

1
+$4.87M
2
+$4.75M
3
+$4.26M
4
MKL icon
Markel Group
MKL
+$4.11M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$4.1M

Sector Composition

1 Technology 26.71%
2 Consumer Staples 11.11%
3 Industrials 10.37%
4 Financials 9.14%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.7%
36,026
+33,162
27
$4.34M 1.68%
102,746
-5,045
28
$4.34M 1.68%
39,547
+38,095
29
$4.26M 1.65%
104,983
-5,833
30
$4.22M 1.63%
37,179
-1,813
31
$4.1M 1.59%
15,514
-667
32
$3.99M 1.54%
53,842
-2,755
33
$3.94M 1.53%
13,384
+13,199
34
$3.93M 1.52%
77,247
-3,871
35
$3.9M 1.51%
+19,217
36
$3.89M 1.51%
83,171
-4,585
37
$3.89M 1.5%
29,830
-4,673
38
$3.86M 1.49%
71,340
-3,660
39
$3.82M 1.48%
60,333
-3,164
40
$3.79M 1.47%
53,573
-2,864
41
$3.64M 1.41%
43,410
-1,532
42
$1.53M 0.59%
5,703
+371
43
$1.13M 0.44%
17,242
-1,798
44
$874K 0.34%
11,202
-1,601
45
$836K 0.32%
3,500
+2
46
$725K 0.28%
9,369
+1,401
47
$686K 0.27%
5,347
+5
48
$601K 0.23%
2,874
+2
49
$591K 0.23%
27,170
+25
50
$548K 0.21%
3,423
+3
1
2
3 4 5