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
76
$192K 0.05%
4,653
77
$192K 0.05%
3,250
78
$189K 0.05%
3,951
79
$185K 0.05%
4,988
80
$183K 0.05%
+4,841
81
$182K 0.05%
+5,474
82
$173K 0.05%
3,355
83
$162K 0.04%
2,685
84
$150K 0.04%
2,670
85
$141K 0.04%
9,081
86
$138K 0.04%
+7,485
87
$137K 0.04%
2,333
+792
88
$127K 0.03%
3,555
89
$117K 0.03%
+3,081
90
$115K 0.03%
6,792
91
$107K 0.03%
1,600
92
$102K 0.03%
1,312
-300
93
$97K 0.03%
2,000
94
$60K 0.02%
500
95
$60K 0.02%
2,846
+692
96
$59K 0.02%
600
+21
97
$59K 0.02%
667
98
$41K 0.01%
2,000
99
$33K 0.01%
783
+270
100
$33K 0.01%
1,809
+614
2 3
4
5 6