CIM

Contravisory Investment Management Portfolio holdings

AUM $488M
1-Year Est. Return 26.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.54%
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 +$4.98M
2 +$4.46M
3 +$4.36M
4
TIF
Tiffany & Co.
TIF
+$4.34M
5
MAR icon
Marriott International
MAR
+$4.32M

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
201
$49K 0.02%
+917
202
$49K 0.02%
+577
203
$49K 0.02%
+509
204
$46K 0.02%
+954
205
$46K 0.02%
+182
206
$44K 0.02%
+703
207
$43K 0.02%
+1,179
208
$42K 0.02%
+2,871
209
$41K 0.01%
+1,625
210
$40K 0.01%
+1,190
211
$39K 0.01%
+480
212
$35K 0.01%
+1,192
213
$34K 0.01%
+142
214
$33K 0.01%
+562
215
$29K 0.01%
+545
216
$25K 0.01%
+357
217
$25K 0.01%
+1,386
218
$24K 0.01%
+636
219
$24K 0.01%
+163
220
$24K 0.01%
+125
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$24K 0.01%
+721
222
$23K 0.01%
+503
223
$23K 0.01%
+723
224
$23K 0.01%
+430
225
$22K 0.01%
+1,485