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
126
$278K 0.11%
5,639
-102
127
$274K 0.11%
8,746
+207
128
$269K 0.1%
22,998
-1,818
129
$265K 0.1%
748
-20
130
$246K 0.1%
651
131
$242K 0.09%
4,538
-20
132
$235K 0.09%
2,917
-105
133
$230K 0.09%
7,496
-26
134
$230K 0.09%
1,610
135
$225K 0.09%
+5,997
136
$225K 0.09%
1,888
-657
137
$219K 0.08%
2,679
-168
138
$219K 0.08%
8,660
139
$208K 0.08%
3,815
140
$208K 0.08%
8,427
141
$192K 0.07%
1,498
142
$182K 0.07%
3,484
143
$180K 0.07%
2,004
144
$171K 0.07%
2,592
145
$162K 0.06%
3,847
146
$160K 0.06%
+1,870
147
$157K 0.06%
+1,642
148
$156K 0.06%
3,416
149
$154K 0.06%
+2,662
150
$151K 0.06%
+1,647
4 5
6
7 8