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
76
$305K 0.11%
936
+208
77
$304K 0.11%
2,868
+9
78
$304K 0.11%
2,600
-65
79
$304K 0.11%
4,404
+68
80
$303K 0.11%
2,006
+19
81
$303K 0.11%
10,368
-114
82
$301K 0.11%
4,074
-40
83
$299K 0.11%
5,040
+8
84
$296K 0.11%
+5,487
85
$295K 0.11%
+11,403
86
$295K 0.11%
3,261
-32
87
$295K 0.11%
4,792
+17
88
$293K 0.1%
4,550
-44
89
$292K 0.1%
5,720
+24
90
$290K 0.1%
1,173
-9
91
$286K 0.1%
7,341
-73
92
$281K 0.1%
4,697
+41
93
$280K 0.1%
+4,843
94
$279K 0.1%
7,455
+349
95
$277K 0.1%
5,495
+26
96
$277K 0.1%
+5,796
97
$276K 0.1%
12,200
-143
98
$275K 0.1%
5,822
+28
99
$275K 0.1%
+6,137
100
$275K 0.1%
7,835
+32
2 3
4
5 6