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
151
$148K 0.06%
3,464
152
$144K 0.06%
6,167
153
$141K 0.05%
2,078
154
$140K 0.05%
+785
155
$138K 0.05%
1,103
156
$137K 0.05%
1,100
-13
157
$136K 0.05%
1,983
158
$130K 0.05%
3,896
159
$130K 0.05%
6,524
-409
160
$129K 0.05%
832
+23
161
$127K 0.05%
5,046
162
$126K 0.05%
+2,550
163
$123K 0.05%
2,319
-164
164
$123K 0.05%
2,276
165
$121K 0.05%
1,732
166
$120K 0.05%
362
167
$118K 0.05%
1,162
168
$117K 0.05%
3,251
169
$115K 0.04%
+673
170
$113K 0.04%
+1,917
171
$111K 0.04%
+3,115
172
$109K 0.04%
513
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173
$108K 0.04%
269
174
$108K 0.04%
3,906
175
$104K 0.04%
1,629
-366
5 6
7
8 9