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
176
$99K 0.04%
500
177
$85K 0.03%
321
+43
178
$79K 0.03%
429
+60
179
$78K 0.03%
820
+140
180
$78K 0.03%
452
+56
181
$75K 0.03%
611
+119
182
$74K 0.03%
745
+704
183
$74K 0.03%
436
+67
184
$73K 0.03%
855
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185
$73K 0.03%
1,223
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186
$72K 0.03%
899
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187
$72K 0.03%
360
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188
$71K 0.03%
1,428
189
$71K 0.03%
342
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190
$71K 0.03%
242
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191
$71K 0.03%
+344
192
$71K 0.03%
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193
$70K 0.03%
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194
$70K 0.03%
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195
$69K 0.03%
1,254
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196
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197
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305
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198
$68K 0.03%
495
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199
$68K 0.03%
401
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200
$67K 0.03%
183
+35
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