CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
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
476
$1K ﹤0.01%
+32
477
– –
-167,763
478
$0 ﹤0.01%
+1
479
$0 ﹤0.01%
+2
480
$0 ﹤0.01%
+5
481
$0 ﹤0.01%
+12
482
– –
-76,985
483
– –
-52,137
484
– –
-128,825
485
– –
-1,846
486
$0 ﹤0.01%
+3
487
$0 ﹤0.01%
+6
488
– –
-4,291
489
– –
-107,328
490
– –
-2,605
491
– –
-9,629
492
$0 ﹤0.01%
+3
493
$0 ﹤0.01%
+4
494
$0 ﹤0.01%
+1
495
$0 ﹤0.01%
+24
496
– –
-61,161
497
$0 ﹤0.01%
+13
498
$0 ﹤0.01%
+9
499
$0 ﹤0.01%
+1
500
– –
-26,175
18 19
20
21 22