CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
+4.84%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$273M
AUM Growth
+$10M
(+3.8%)
Cap. Flow
-$273K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
26.75%
Holding
311
New
35
Increased
121
Reduced
61
Closed
38
Top Buys
| 1 |
Lockheed Martin
LMT
|
$5.14M |
| 2 |
General Dynamics
GD
|
$5.02M |
| 3 |
McKesson
MCK
|
$4.91M |
| 4 |
Qorvo
QRVO
|
$555K |
| 5 |
Dover
DOV
|
$418K |
Top Sells
| 1 |
Progressive
PGR
|
$7.03M |
| 2 |
Cheniere Energy
LNG
|
$5.44M |
| 3 |
Darden Restaurants
DRI
|
$3.58M |
| 4 |
Tractor Supply
TSCO
|
$491K |
| 5 |
Cooper Companies
COO
|
$450K |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Industrials | 14.76% |
| 3 | Consumer Staples | 13.24% |
| 4 | Healthcare | 10.62% |
| 5 | Real Estate | 8.45% |
