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
101
$343K 0.13%
7,537
-185
102
$342K 0.13%
+1,268
103
$340K 0.13%
+1,574
104
$335K 0.13%
4,706
-101
105
$332K 0.13%
+2,396
106
$328K 0.13%
+18,784
107
$326K 0.13%
7,593
+4,013
108
$319K 0.12%
+1,059
109
$319K 0.12%
+5,345
110
$317K 0.12%
20,928
+2,160
111
$314K 0.12%
6,574
-144
112
$313K 0.12%
3,638
-79
113
$309K 0.12%
2,398
-54
114
$304K 0.12%
1,940
-41
115
$303K 0.12%
14,404
-284
116
$303K 0.12%
+8,539
117
$291K 0.11%
5,182
+629
118
$290K 0.11%
2,545
-1,593
119
$286K 0.11%
1,782
-41
120
$280K 0.11%
+11,676
121
$280K 0.11%
24,816
-110,052
122
$280K 0.11%
1,786
-46
123
$279K 0.11%
2,681
-29
124
$278K 0.11%
4,624
-1,416
125
$271K 0.11%
18,487
-214
3 4
5
6 7