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
101
$274K 0.1%
31,936
102
$272K 0.1%
4,461
103
$272K 0.1%
6,574
-66
104
$271K 0.1%
3,552
-36
105
$269K 0.1%
4,854
-180
106
$268K 0.1%
7,082
-135
107
$267K 0.1%
+5,950
108
$266K 0.09%
+5,562
109
$265K 0.09%
+19,386
110
$265K 0.09%
1,045
+10
111
$265K 0.09%
2,826
+5
112
$262K 0.09%
+4,613
113
$262K 0.09%
2,398
-25
114
$261K 0.09%
1,400
115
$261K 0.09%
2,735
-31
116
$260K 0.09%
3,109
-55
117
$259K 0.09%
+7,402
118
$259K 0.09%
2,723
-1
119
$258K 0.09%
+4,527
120
$257K 0.09%
3,630
+103
121
$257K 0.09%
3,213
+39
122
$255K 0.09%
5,067
+59
123
$251K 0.09%
+2,787
124
$250K 0.09%
2,093
-22
125
$247K 0.09%
+3,672
3 4
5
6 7