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
$276M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.48M
3
+$4.44M
4
ZBRA icon
Zebra Technologies
ZBRA
+$3.9M
5
WRK
WestRock Company
WRK
+$3.71M

Top Sells

1
+$6.09M
2
+$4.94M
3
+$4.37M
4
DISH
DISH Network Corp.
DISH
+$4.14M
5
UVV icon
Universal Corp
UVV
+$3.92M

Sector Composition

1 Technology 26.81%
2 Financials 17.12%
3 Industrials 13.89%
4 Healthcare 10.04%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$270K 0.1%
3,996
-2,739
127
$266K 0.1%
9,325
-5,789
128
$256K 0.09%
4,316
+366
129
$256K 0.09%
1,517
-809
130
$226K 0.08%
4,079
-382
131
$220K 0.08%
4,590
-285
132
$217K 0.08%
8,660
-488
133
$217K 0.08%
3,407
-278
134
$216K 0.08%
7,417
+7,350
135
$213K 0.08%
10,191
+10,037
136
$212K 0.08%
1,661
-1,085
137
$211K 0.08%
6,845
-512
138
$207K 0.08%
1,727
+180
139
$206K 0.07%
1,135
-87
140
$205K 0.07%
4,610
-382
141
$204K 0.07%
6,423
+3,584
142
$204K 0.07%
6,523
+3,662
143
$202K 0.07%
8,207
+4,844
144
$198K 0.07%
+6,498
145
$198K 0.07%
+4,865
146
$198K 0.07%
3,668
-312
147
$198K 0.07%
6,661
-493
148
$197K 0.07%
6,012
+3,508
149
$193K 0.07%
1,952
-165
150
$188K 0.07%
1,655
+1,053
4 5
6
7 8