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
201
$61K 0.02%
686
+109
202
$61K 0.02%
885
+340
203
$61K 0.02%
1,078
-1,251
204
$58K 0.02%
736
+379
205
$56K 0.02%
2,917
+1,531
206
$55K 0.02%
275
-55
207
$54K 0.02%
3,450
+1,965
208
$54K 0.02%
1,150
+647
209
$53K 0.02%
398
+230
210
$52K 0.02%
917
211
$50K 0.02%
590
+110
212
$50K 0.02%
+7,971
213
$49K 0.02%
455
-54
214
$49K 0.02%
1,635
+912
215
$48K 0.02%
363
+200
216
$46K 0.02%
1,554
-71
217
$36K 0.01%
142
218
$36K 0.01%
1,054
-136
219
$36K 0.01%
60
-10,154
220
$33K 0.01%
+250
221
$29K 0.01%
203
-32
222
$27K 0.01%
400
+153
223
$26K 0.01%
120
-5
224
$24K 0.01%
339
+139
225
$24K 0.01%
831
-361
7 8
9
10 11