CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
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
201
$2K ﹤0.01%
403
202
$2K ﹤0.01%
+17
203
$2K ﹤0.01%
+64
204
$2K ﹤0.01%
16
-64
205
$2K ﹤0.01%
+47
206
– –
-3,514
207
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-224,711
208
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209
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210
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-156,608
211
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-6,985
212
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213
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-989
214
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-90,061
215
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-8
216
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-5,500
217
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-128,740
218
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-14,550
219
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-51,657
220
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-80,901
221
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-189,226
222
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-286,550
223
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224
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225
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-3,315
6 7 8
9
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