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
$376M
AUM Growth
-$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$8.03M
3
+$7.54M
4
TSLA icon
Tesla
TSLA
+$7.53M
5
SJM icon
J.M. Smucker
SJM
+$7.05M

Top Sells

1
+$11.9M
2
+$10.4M
3
+$9.96M
4
MMM icon
3M
MMM
+$9.59M
5
MCK icon
McKesson
MCK
+$9.56M

Sector Composition

1 Healthcare 19.36%
2 Consumer Discretionary 15.29%
3 Consumer Staples 11.75%
4 Financials 11.45%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$288K 0.08%
7,480
52
$280K 0.07%
20,345
-317
53
$268K 0.07%
2,298
-80
54
$268K 0.07%
16,790
-230
55
$263K 0.07%
2,470
+1,670
56
$261K 0.07%
3,392
-8
57
$257K 0.07%
2,305
-30
58
$251K 0.07%
12,076
-125
59
$249K 0.07%
7,046
60
$244K 0.07%
+3,381
61
$242K 0.06%
3,857
62
$228K 0.06%
5,516
63
$221K 0.06%
+3,362
64
$220K 0.06%
2,005
65
$215K 0.06%
+3,572
66
$210K 0.06%
+18,267
67
$206K 0.05%
+14,167
68
$206K 0.05%
284
69
$203K 0.05%
+10,061
70
$200K 0.05%
2,562
+2,092
71
$200K 0.05%
2,940
72
$199K 0.05%
11,090
73
$199K 0.05%
+4,014
74
$196K 0.05%
6,721
75
$192K 0.05%
2,155
1 2
3
4 5