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
151
$155K 0.06%
+2,592
152
$151K 0.06%
1,452
+1,433
153
$150K 0.06%
6,933
-796
154
$149K 0.06%
2,078
-266
155
$147K 0.06%
2,276
-287
156
$142K 0.06%
362
-42
157
$142K 0.06%
3,251
-377
158
$140K 0.05%
2,483
-339
159
$140K 0.05%
3,906
-448
160
$137K 0.05%
1,113
161
$137K 0.05%
6,167
-791
162
$132K 0.05%
1,995
-3,540
163
$130K 0.05%
2,067
-280
164
$130K 0.05%
1,983
-255
165
$126K 0.05%
2,340
-317
166
$125K 0.05%
5,046
-592
167
$125K 0.05%
3,896
-501
168
$124K 0.05%
2,184
-257
169
$124K 0.05%
809
-20
170
$124K 0.05%
+3,464
171
$122K 0.05%
1,103
-130
172
$119K 0.05%
+1,732
173
$117K 0.05%
+269
174
$113K 0.04%
1,162
-149
175
$106K 0.04%
4,767
-610
5 6
7
8 9