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
126
$247K 0.09%
+3,672
127
$246K 0.09%
+4,875
128
$244K 0.09%
+2,939
129
$243K 0.09%
+3,683
130
$241K 0.09%
+2,734
131
$238K 0.08%
+6,121
132
$233K 0.08%
2,963
-32
133
$231K 0.08%
3,980
134
$231K 0.08%
9,148
-1,666
135
$225K 0.08%
+1,274
136
$224K 0.08%
14,921
-229
137
$223K 0.08%
+1,547
138
$220K 0.08%
3,778
139
$217K 0.08%
+2,843
140
$216K 0.08%
+3,950
141
$216K 0.08%
+4,992
142
$214K 0.08%
+7,357
143
$212K 0.08%
+4,434
144
$211K 0.08%
1,983
145
$208K 0.07%
+3,660
146
$204K 0.07%
2,117
147
$195K 0.07%
+1,222
148
$195K 0.07%
10,670
149
$193K 0.07%
+225
150
$190K 0.07%
+7,154
4 5
6
7 8