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
176
$2K ﹤0.01%
+44
177
$2K ﹤0.01%
+46
178
$2K ﹤0.01%
+34
179
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+42
180
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+30
181
$2K ﹤0.01%
+61
182
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+23
183
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185
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186
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+4
187
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188
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+69
189
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+10
190
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191
$2K ﹤0.01%
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192
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193
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16
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+47
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+26
196
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+23
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+37
198
$2K ﹤0.01%
+7
199
$2K ﹤0.01%
+23
200
$2K ﹤0.01%
+18
6 7
8
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