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
76
$351K 0.13%
5,792
+2,132
77
$351K 0.13%
6,209
+722
78
$347K 0.13%
6,330
+610
79
$347K 0.13%
3,997
+445
80
$346K 0.13%
7,691
+497
81
$345K 0.13%
5,642
+575
82
$341K 0.12%
5,264
+567
83
$340K 0.12%
6,124
+629
84
$340K 0.12%
7,853
+771
85
$338K 0.12%
3,646
+385
86
$337K 0.12%
15,218
+1,371
87
$336K 0.12%
6,601
+779
88
$336K 0.12%
3,199
+331
89
$336K 0.12%
5,315
+523
90
$335K 0.12%
3,694
+481
91
$334K 0.12%
7,975
-1,059
92
$332K 0.12%
5,060
+510
93
$329K 0.12%
12,837
+1,434
94
$329K 0.12%
11,602
+1,234
95
$326K 0.12%
3,140
+406
96
$325K 0.12%
+5,996
97
$323K 0.12%
5,468
+625
98
$322K 0.12%
+2,807
99
$319K 0.12%
8,166
+711
100
$319K 0.12%
6,374
+812
2 3
4
5 6