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
176
$106K 0.04%
5,426
-705
177
$101K 0.04%
3,122
-399
178
$101K 0.04%
3,365
+5
179
$89K 0.03%
442
180
$86K 0.03%
500
181
$75K 0.03%
405
182
$69K 0.03%
583
+46
183
$68K 0.03%
1,428
-1,028
184
$66K 0.03%
3,955
+2,694
185
$65K 0.03%
+1,010
186
$65K 0.03%
278
187
$65K 0.03%
1,588
+1,413
188
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189
$62K 0.02%
380
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190
$62K 0.02%
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191
$62K 0.02%
396
192
$61K 0.02%
680
193
$61K 0.02%
1,122
194
$61K 0.02%
369
195
$61K 0.02%
554
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196
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197
$60K 0.02%
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198
$60K 0.02%
751
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199
$60K 0.02%
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200
$57K 0.02%
1,390
+10
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