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
$259M
AUM Growth
+$626K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.83M
3
+$5.8M
4
PG icon
Procter & Gamble
PG
+$4.18M
5
DRI icon
Darden Restaurants
DRI
+$4.04M

Top Sells

1
+$4.87M
2
+$4.75M
3
+$4.26M
4
MKL icon
Markel Group
MKL
+$4.11M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$4.1M

Sector Composition

1 Technology 26.71%
2 Consumer Staples 11.11%
3 Industrials 10.37%
4 Financials 9.14%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.21%
36,550
+50
52
$522K 0.2%
14,870
+11
53
$515K 0.2%
6,116
+4
54
$511K 0.2%
27,673
+323
55
$504K 0.19%
5,750
+6
56
$503K 0.19%
22,674
57
$499K 0.19%
5,972
+6
58
$495K 0.19%
5,433
+5
59
$494K 0.19%
29,493
+27
60
$493K 0.19%
5,120
+5
61
$472K 0.18%
6,084
+6
62
$464K 0.18%
15,125
-140
63
$451K 0.17%
5,832
+6
64
$449K 0.17%
14,039
+16
65
$445K 0.17%
12,553
+15
66
$442K 0.17%
13,803
+15
67
$434K 0.17%
18,112
+20
68
$434K 0.17%
8,244
+10
69
$429K 0.17%
5,652
+6
70
$425K 0.16%
9,189
71
$422K 0.16%
13,882
+18
72
$422K 0.16%
4,697
+5
73
$411K 0.16%
2,555
+3
74
$408K 0.16%
61,083
+68
75
$400K 0.15%
5,727
+70
1 2
3
4 5