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
151
$188K 0.07%
3,298
-212
152
$185K 0.07%
4,409
-291
153
$183K 0.07%
1,839
-144
154
$182K 0.07%
1,347
-93
155
$181K 0.07%
+1,671
156
$178K 0.06%
3,374
+654
157
$178K 0.06%
3,159
-241
158
$172K 0.06%
9,936
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159
$171K 0.06%
12,756
+12,696
160
$171K 0.06%
+3,570
161
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3,497
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162
$168K 0.06%
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163
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2,982
-197
164
$164K 0.06%
7,905
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165
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-291
166
$161K 0.06%
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167
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168
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169
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7,960
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170
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171
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+9,519
172
$142K 0.05%
934
-56
173
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1,895
-127
174
$140K 0.05%
1,132
+490
175
$138K 0.05%
1,106
-40
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7
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