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
126
$9K ﹤0.01%
354
127
$8K ﹤0.01%
681
+225
128
$8K ﹤0.01%
238
+80
129
$8K ﹤0.01%
46
130
$8K ﹤0.01%
127
+45
131
$8K ﹤0.01%
65
132
$7K ﹤0.01%
+78
133
$7K ﹤0.01%
90
+32
134
$7K ﹤0.01%
155
+54
135
$7K ﹤0.01%
36
-12
136
$5K ﹤0.01%
49
+20
137
$4K ﹤0.01%
100
138
$4K ﹤0.01%
164
-156
139
$3K ﹤0.01%
55
-218,962
140
$3K ﹤0.01%
+2
141
$3K ﹤0.01%
60
142
$3K ﹤0.01%
+80
143
$2K ﹤0.01%
68
-240
144
$2K ﹤0.01%
+48
145
$2K ﹤0.01%
+19
146
$2K ﹤0.01%
+23
147
$2K ﹤0.01%
+33
148
$2K ﹤0.01%
+14
149
$2K ﹤0.01%
+123
150
$2K ﹤0.01%
+31
4 5
6
7 8