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
176
$111K 0.04%
+3,428
177
$110K 0.04%
+2,280
178
$102K 0.04%
+876
179
$100K 0.04%
+1,980
180
$95K 0.03%
+500
181
$94K 0.03%
+2,000
182
$89K 0.03%
+2,839
183
$88K 0.03%
+2,861
184
$85K 0.03%
+2,425
185
$84K 0.03%
+2,504
186
$82K 0.03%
+3,660
187
$81K 0.03%
+1,258
188
$79K 0.03%
+3,363
189
$78K 0.03%
+642
190
$75K 0.03%
+605
191
$74K 0.03%
+1,701
192
$72K 0.03%
+602
193
$68K 0.02%
+37
194
$68K 0.02%
+992
195
$60K 0.02%
+330
196
$59K 0.02%
+343
197
$59K 0.02%
+790
198
$58K 0.02%
+650
199
$56K 0.02%
+667
200
$51K 0.02%
+900
6 7
8
9 10