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
151
$189K 0.07%
+3,685
152
$185K 0.07%
+4,700
153
$182K 0.06%
+2,022
154
$181K 0.06%
+3,510
155
$181K 0.06%
+2,212
156
$179K 0.06%
+1,440
157
$176K 0.06%
+3,179
158
$175K 0.06%
+7,092
159
$171K 0.06%
+3,131
160
$171K 0.06%
+6,616
161
$168K 0.06%
+3,400
162
$158K 0.06%
+6,040
163
$158K 0.06%
+8,416
164
$156K 0.06%
+8,453
165
$155K 0.06%
17,424
166
$147K 0.05%
+990
167
$144K 0.05%
+2,720
168
$138K 0.05%
+8,444
169
$136K 0.05%
+4,205
170
$135K 0.05%
+1,146
171
$131K 0.05%
+2,335
172
$126K 0.05%
+2,329
173
$122K 0.04%
+1,415
174
$119K 0.04%
+8,076
175
$117K 0.04%
+1,600
5 6
7
8 9