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
201
$57K 0.02%
304
202
$56K 0.02%
148
+8
203
$55K 0.02%
613
204
$55K 0.02%
450
205
$55K 0.02%
+1,013
206
$54K 0.02%
492
+46
207
$54K 0.02%
816
+55
208
$54K 0.02%
2,154
+210
209
$54K 0.02%
1,029
210
$54K 0.02%
1,333
+118
211
$54K 0.02%
1,118
212
$53K 0.02%
694
+65
213
$52K 0.02%
650
214
$52K 0.02%
+5,689
215
$52K 0.02%
246
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216
$51K 0.02%
+1,273
217
$51K 0.02%
288
218
$51K 0.02%
631
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219
$50K 0.02%
540
220
$50K 0.02%
204
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221
$50K 0.02%
+3,408
222
$49K 0.02%
185
-20
223
$49K 0.02%
259
224
$49K 0.02%
536
+56
225
$49K 0.02%
5,850
7 8
9
10 11