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
101
$339K 0.13%
7,547
+10
102
$337K 0.13%
+2,091
103
$336K 0.13%
18,784
104
$335K 0.13%
+16,859
105
$334K 0.13%
+6,809
106
$334K 0.13%
12,114
-4,718
107
$331K 0.13%
+9,508
108
$331K 0.13%
14,416
+1,078
109
$331K 0.13%
+10,468
110
$330K 0.13%
21,470
+25
111
$326K 0.13%
2,531
+3
112
$322K 0.12%
1,303
-271
113
$322K 0.12%
+3,421
114
$321K 0.12%
2,396
115
$320K 0.12%
4,795
+89
116
$314K 0.12%
4,960
+92
117
$311K 0.12%
7,428
+8
118
$309K 0.12%
7,216
+7,156
119
$306K 0.12%
6,425
120
$305K 0.12%
+2,651
121
$304K 0.12%
10,368
122
$304K 0.12%
12,731
+200
123
$290K 0.11%
7,896
+1,049
124
$285K 0.11%
1,039
+14
125
$282K 0.11%
1,843
+61
3 4
5
6 7