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
1
$9.3M 3.37%
238,760
-40,632
2
$7.59M 2.75%
43,002
-6,584
3
$7.4M 2.68%
48,352
-6,539
4
$7.39M 2.68%
37,049
-5,601
5
$6.87M 2.49%
121,991
-14,791
6
$6.86M 2.49%
46,460
-5,348
7
$6.81M 2.47%
26,290
-2,836
8
$6.47M 2.35%
60,745
-7,102
9
$6.38M 2.31%
45,656
-5,670
10
$6.23M 2.26%
36,736
-6,485
11
$6.22M 2.26%
45,415
-4,424
12
$6.19M 2.25%
130,926
-13,749
13
$6.17M 2.24%
293,761
-34,521
14
$6.11M 2.22%
71,677
-8,491
15
$5.85M 2.12%
108,715
-12,222
16
$5.67M 2.06%
38,581
-4,280
17
$5.65M 2.05%
139,106
-15,510
18
$5.43M 1.97%
75,815
-9,338
19
$5.41M 1.96%
34,980
-3,944
20
$5.4M 1.96%
4,742
-547
21
$5.37M 1.95%
168,003
-20,054
22
$5.22M 1.89%
87,571
-10,031
23
$5.16M 1.87%
54,375
-6,416
24
$5.11M 1.85%
38,115
-4,560
25
$5.11M 1.85%
37,608
-4,323
1
2 3 4 5