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
$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
1
$13M 3.47%
128,713
-54,081
2
$12.9M 3.44%
72,285
-16,305
3
$12.8M 3.4%
561,700
-145,052
4
$12M 3.2%
119,730
-34,454
5
$11.8M 3.13%
72,523
-17,435
6
$10.9M 2.9%
188,657
-37,334
7
$10.8M 2.88%
110,792
-30,549
8
$10.7M 2.84%
89,127
-19,475
9
$10.6M 2.81%
129,406
-25,487
10
$10.1M 2.7%
105,857
-22,525
11
$10.1M 2.68%
96,185
-17,391
12
$9.79M 2.61%
120,249
-20,779
13
$9.73M 2.59%
77,848
-16,532
14
$8.79M 2.34%
85,548
-17,563
15
$8.74M 2.33%
212,145
-37,547
16
$8.59M 2.29%
44,092
-7,575
17
$8.54M 2.27%
46,361
-7,979
18
$8.37M 2.23%
429,151
-79,653
19
$8.37M 2.23%
231,946
-43,725
20
$8.28M 2.2%
192,720
-32,936
21
$8.15M 2.17%
229,826
-39,322
22
$8.13M 2.17%
+71,103
23
$8.03M 2.14%
+215,895
24
$8.01M 2.13%
75,428
-12,579
25
$7.95M 2.12%
264,873
-40,585
1
2 3 4 5