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
$258M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.3M
3
+$4.03M
4
TMUS icon
T-Mobile US
TMUS
+$3.91M
5
DIS icon
Walt Disney
DIS
+$3.86M

Top Sells

1
+$4.44M
2
+$4.33M
3
+$3.33M
4
TIF
Tiffany & Co.
TIF
+$3.23M
5
CIT
CIT Group Inc.
CIT
+$3.15M

Sector Composition

1 Technology 25.55%
2 Healthcare 16%
3 Financials 9.85%
4 Consumer Staples 8.74%
5 Real Estate 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$533K 0.21%
29,466
-606
52
$531K 0.21%
27,145
-540
53
$521K 0.2%
2,872
-56
54
$519K 0.2%
36,500
-700
55
$508K 0.2%
5,342
-114
56
$506K 0.2%
27,350
+183
57
$493K 0.19%
5,115
-117
58
$479K 0.19%
5,428
-121
59
$473K 0.18%
9,189
-65
60
$472K 0.18%
5,966
-128
61
$467K 0.18%
3,420
-77
62
$458K 0.18%
6,078
-128
63
$453K 0.18%
6,112
-140
64
$450K 0.17%
7,420
-149
65
$449K 0.17%
5,744
-123
66
$447K 0.17%
+5,826
67
$442K 0.17%
6,425
-150
68
$439K 0.17%
14,023
-330
69
$433K 0.17%
16,832
-786
70
$432K 0.17%
1,718
-36
71
$429K 0.17%
5,646
-129
72
$428K 0.17%
6,561
-145
73
$428K 0.17%
22,674
-538
74
$427K 0.17%
18,092
-384
75
$421K 0.16%
2,468
+74
1 2
3
4 5