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
101
$33K 0.01%
223
+14
102
$33K 0.01%
4,044
+894
103
$31K 0.01%
642
+218
104
$31K 0.01%
1,200
105
$30K 0.01%
+604
106
$30K 0.01%
1,152
+402
107
$30K 0.01%
963
+330
108
$30K 0.01%
1,257
+431
109
$26K 0.01%
200
110
$26K 0.01%
+767
111
$25K 0.01%
+409
112
$23K 0.01%
218
+18
113
$23K 0.01%
1,479
+494
114
$20K 0.01%
425
115
$19K 0.01%
358
-131
116
$18K ﹤0.01%
574
+196
117
$15K ﹤0.01%
346
+23
118
$14K ﹤0.01%
1,000
119
$14K ﹤0.01%
68
-212
120
$13K ﹤0.01%
487
+78
121
$11K ﹤0.01%
1,072
+9
122
$11K ﹤0.01%
315
+100
123
$10K ﹤0.01%
675
124
$10K ﹤0.01%
240
-173
125
$9K ﹤0.01%
114
+39
3 4
5
6 7