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
151
$2K ﹤0.01%
+38
152
$2K ﹤0.01%
15
-55
153
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+64
154
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+27
155
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+13
156
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+25
157
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+70
158
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+30
159
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160
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161
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162
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164
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165
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+11
166
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+16
167
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168
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169
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170
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171
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+25
172
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+9
173
$2K ﹤0.01%
+27
174
$2K ﹤0.01%
+20
175
$2K ﹤0.01%
+19
5 6
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