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
$276M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.48M
3
+$4.44M
4
ZBRA icon
Zebra Technologies
ZBRA
+$3.9M
5
WRK
WestRock Company
WRK
+$3.71M

Top Sells

1
+$6.09M
2
+$4.94M
3
+$4.37M
4
DISH
DISH Network Corp.
DISH
+$4.14M
5
UVV icon
Universal Corp
UVV
+$3.92M

Sector Composition

1 Technology 26.81%
2 Financials 17.12%
3 Industrials 13.89%
4 Healthcare 10.04%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$644K 0.23%
8,125
-2,618
52
$583K 0.21%
7,047
-974
53
$561K 0.2%
7,975
+2,510
54
$428K 0.16%
7,740
+656
55
$414K 0.15%
+11,805
56
$405K 0.15%
6,441
+645
57
$404K 0.15%
5,106
+377
58
$402K 0.15%
8,105
+830
59
$398K 0.14%
8,451
+2,314
60
$388K 0.14%
4,722
+328
61
$377K 0.14%
5,201
+450
62
$376K 0.14%
2,652
+154
63
$376K 0.14%
4,585
+301
64
$373K 0.14%
5,473
+318
65
$372K 0.13%
2,194
+188
66
$370K 0.13%
16,856
+1,296
67
$369K 0.13%
595
+43
68
$366K 0.13%
22,035
+2,649
69
$366K 0.13%
4,491
+417
70
$364K 0.13%
8,551
+716
71
$358K 0.13%
1,811
+183
72
$357K 0.13%
8,122
+781
73
$357K 0.13%
5,216
+689
74
$353K 0.13%
1,278
+105
75
$352K 0.13%
4,812
+408
1 2
3
4 5