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
1
$9.69M 3.75%
163,272
-9,068
2
$7.72M 2.98%
59,969
-3,468
3
$7.57M 2.93%
20,680
-1,348
4
$7.42M 2.87%
92,879
-6,104
5
$6.92M 2.68%
37,434
-2,067
6
$6.32M 2.45%
30,182
-1,848
7
$6.24M 2.41%
72,047
+67,238
8
$6.15M 2.38%
77,082
-3,882
9
$6.1M 2.36%
45,565
+44,982
10
$6.08M 2.35%
31,486
-1,455
11
$5.98M 2.31%
87,425
-4,622
12
$5.8M 2.25%
43,555
+43,543
13
$5.5M 2.13%
65,442
-3,411
14
$5.31M 2.05%
30,427
-1,315
15
$5.22M 2.02%
44,356
-1,673
16
$5.17M 2%
57,552
-3,096
17
$5.12M 1.98%
17,439
-825
18
$5.07M 1.96%
44,324
-2,440
19
$4.95M 1.92%
17,635
-998
20
$4.68M 1.81%
33,536
-1,640
21
$4.64M 1.79%
30,570
-1,587
22
$4.54M 1.76%
45,821
-2,223
23
$4.51M 1.74%
26,973
-1,581
24
$4.47M 1.73%
58,944
-2,893
25
$4.45M 1.72%
86,852
-3,860