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
76
$398K 0.15%
21,292
+364
77
$386K 0.15%
3,723
+85
78
$381K 0.15%
2,470
+2
79
$380K 0.15%
19,980
+651
80
$379K 0.15%
4,096
-3,497
81
$377K 0.15%
2,767
+3
82
$377K 0.15%
+9,825
83
$375K 0.15%
+6,426
84
$374K 0.14%
3,612
+4
85
$373K 0.14%
8,689
+1,096
86
$372K 0.14%
5,569
+89
87
$370K 0.14%
7,711
+10
88
$370K 0.14%
1,720
+2
89
$368K 0.14%
1,291
+23
90
$365K 0.14%
+3,298
91
$365K 0.14%
6,293
+1,111
92
$357K 0.14%
+2,642
93
$354K 0.14%
21,740
+28
94
$353K 0.14%
+1,536
95
$351K 0.14%
+7,184
96
$351K 0.14%
1,011
+2
97
$348K 0.13%
+6,272
98
$346K 0.13%
6,724
+150
99
$345K 0.13%
+2,426
100
$342K 0.13%
+4,024
2 3
4
5 6