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
201
$67K 0.03%
3,955
202
$67K 0.03%
344
+64
203
$67K 0.03%
2,604
+450
204
$66K 0.03%
+447
205
$66K 0.03%
+167
206
$66K 0.03%
336
+48
207
$65K 0.03%
1,375
-15
208
$65K 0.03%
377
-3
209
$65K 0.03%
641
+87
210
$65K 0.03%
1,013
211
$64K 0.02%
540
212
$64K 0.02%
417
+81
213
$62K 0.02%
+302
214
$62K 0.02%
+670
215
$61K 0.02%
+548
216
$60K 0.02%
450
217
$60K 0.02%
1,053
+485
218
$59K 0.02%
5,522
219
$57K 0.02%
613
220
$55K 0.02%
1,146
+803
221
$54K 0.02%
5,689
222
$53K 0.02%
1,273
223
$53K 0.02%
+352
224
$51K 0.02%
1,029
225
$50K 0.02%
+552
7 8
9
10 11