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
51
$542K 0.19%
13,923
+70
52
$470K 0.17%
105,080
+320
53
$387K 0.14%
15,114
-4
54
$375K 0.13%
9,625
-300
55
$374K 0.13%
2,746
-27
56
$374K 0.13%
5,465
+1,607
57
$366K 0.13%
2,641
+34
58
$357K 0.13%
9,034
-200
59
$348K 0.12%
13,847
-135
60
$346K 0.12%
552
-6
61
$346K 0.12%
2,326
+15
62
$343K 0.12%
7,210
-64
63
$340K 0.12%
4,394
+22
64
$329K 0.12%
15,560
-160
65
$329K 0.12%
2,498
+1
66
$324K 0.12%
7,194
-26
67
$323K 0.12%
5,155
-17
68
$318K 0.11%
4,284
-56
69
$317K 0.11%
7,275
+33
70
$314K 0.11%
4,751
-47
71
$310K 0.11%
7,084
+25
72
$310K 0.11%
4,729
+106
73
$309K 0.11%
1,626
+5
74
$309K 0.11%
+6,735
75
$307K 0.11%
1,628
-88
1 2
3
4 5