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
$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%
+21
477
$0 ﹤0.01%
+64
478
$0 ﹤0.01%
+5
479
$0 ﹤0.01%
+5
480
– –
-167,763
481
$0 ﹤0.01%
+1
482
$0 ﹤0.01%
+2
483
– –
-14,432
484
– –
-10,168
485
$0 ﹤0.01%
+5
486
$0 ﹤0.01%
+12
487
– –
-76,985
488
– –
-52,137
489
– –
-128,825
490
– –
-1,846
491
$0 ﹤0.01%
+3
492
$0 ﹤0.01%
+6
493
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-4,291
494
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495
– –
-2,605
496
– –
-9,629
497
$0 ﹤0.01%
+3
498
$0 ﹤0.01%
+4
499
$0 ﹤0.01%
+1
500
– –
-6,533
18 19
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