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
126
$269K 0.1%
+4,796
127
$269K 0.1%
5,741
+4,201
128
$267K 0.1%
2,678
-62
129
$266K 0.1%
10,042
-272
130
$265K 0.1%
768
-15
131
$254K 0.1%
10,368
-960
132
$248K 0.1%
6,847
+166
133
$243K 0.09%
1,025
-55
134
$241K 0.09%
3,022
+105
135
$238K 0.09%
4,558
-100
136
$229K 0.09%
1,610
-186
137
$222K 0.09%
7,522
138
$218K 0.08%
4,454
-884
139
$217K 0.08%
8,660
140
$210K 0.08%
2,786
-296
141
$206K 0.08%
+3,815
142
$200K 0.08%
8,427
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143
$198K 0.08%
7,914
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144
$198K 0.08%
2,847
-314
145
$192K 0.07%
651
-127
146
$173K 0.07%
3,484
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147
$171K 0.07%
+3,847
148
$171K 0.07%
1,498
-173
149
$165K 0.06%
+2,004
150
$156K 0.06%
3,416
+167
4 5
6
7 8