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
176
$138K 0.05%
6,207
-409
177
$132K 0.05%
2,260
-20
178
$131K 0.05%
5,773
-267
179
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2,408
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180
$129K 0.05%
+2,117
181
$123K 0.04%
1,702
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182
$121K 0.04%
1,600
183
$121K 0.04%
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184
$116K 0.04%
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185
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2,103
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186
$105K 0.04%
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187
$104K 0.04%
500
188
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+2,205
189
$98K 0.04%
2,706
+1,527
190
$95K 0.03%
600
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191
$95K 0.03%
2,000
192
$95K 0.03%
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194
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195
$81K 0.03%
471
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196
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835
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197
$70K 0.03%
912
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198
$64K 0.02%
657
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199
$64K 0.02%
1,062
+162
200
$64K 0.02%
667
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