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
76
$412K 0.16%
15,265
-358
77
$409K 0.16%
61,015
-1,494
78
$409K 0.16%
+4,692
79
$404K 0.16%
3,608
-74
80
$402K 0.16%
13,788
-279
81
$401K 0.16%
+12,538
82
$392K 0.15%
2,764
-29
83
$387K 0.15%
4,809
-99
84
$380K 0.15%
9,306
-214
85
$374K 0.15%
13,705
-307
86
$373K 0.14%
+7,701
87
$372K 0.14%
8,234
-179
88
$370K 0.14%
+5,480
89
$367K 0.14%
2,552
-62
90
$365K 0.14%
+4,868
91
$360K 0.14%
21,445
+21,200
92
$357K 0.14%
+19,329
93
$354K 0.14%
13,864
-295
94
$352K 0.14%
5,657
-119
95
$352K 0.14%
1,009
-21
96
$349K 0.14%
21,712
-528
97
$348K 0.13%
13,338
+1,429
98
$348K 0.13%
2,864
-68
99
$348K 0.13%
2,528
-57
100
$348K 0.13%
+12,531
2 3
4
5 6