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
$300M
AUM Growth
-$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.56M
3
+$4.72M
4
FISV
Fiserv Inc
FISV
+$4.47M
5
AEP icon
American Electric Power
AEP
+$4.37M

Top Sells

1
+$4.63M
2
+$4.25M
3
+$4.19M
4
DD icon
DuPont de Nemours
DD
+$3.82M
5
UDR icon
UDR
UDR
+$3.81M

Sector Composition

1 Healthcare 20.43%
2 Energy 14.64%
3 Financials 13.59%
4 Consumer Staples 11.43%
5 Industrials 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.02%
+2,557
227
$71K 0.02%
4,318
+62
228
$71K 0.02%
+1,988
229
$69K 0.02%
+210
230
$68K 0.02%
485
-81
231
$67K 0.02%
1,690
+23
232
$65K 0.02%
1,750
233
$64K 0.02%
+2,065
234
$63K 0.02%
300
235
$63K 0.02%
595
+1
236
$61K 0.02%
5,364
237
$60K 0.02%
+228
238
$55K 0.02%
331
+6
239
$55K 0.02%
331
240
$52K 0.02%
1,763
+31
241
$39K 0.01%
182
242
$38K 0.01%
175
243
$35K 0.01%
2,466
-135
244
$31K 0.01%
125
245
$30K 0.01%
3,759
246
$25K 0.01%
100
247
$21K 0.01%
464
-869
248
$18K 0.01%
1,176
249
$16K 0.01%
425
+3
250
$15K 0.01%
770
+62
8 9
10
11 12