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
$361M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$6.16M
3
+$6.14M
4
TMUS icon
T-Mobile US
TMUS
+$4.95M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.14M

Top Sells

1
+$5.72M
2
+$5.31M
3
+$4.94M
4
BKR icon
Baker Hughes
BKR
+$4.61M
5
SEE icon
Sealed Air
SEE
+$632K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 15.07%
3 Energy 14.25%
4 Financials 13.67%
5 Industrials 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86.3K 0.02%
953
-3
227
$80.2K 0.02%
2,526
-31
228
$78.6K 0.02%
1,965
-23
229
$77.6K 0.02%
4,263
-55
230
$77.5K 0.02%
1,670
-20
231
$77.5K 0.02%
+652
232
$77.2K 0.02%
202
233
$73.9K 0.02%
300
234
$72.1K 0.02%
+1,431
235
$71.8K 0.02%
2,772
-298
236
$71.4K 0.02%
650
-3,124
237
$66.2K 0.02%
600
-895
238
$57.6K 0.02%
331
239
$42.2K 0.01%
2,805
+339
240
$37.3K 0.01%
182
241
$34.5K 0.01%
125
242
$33.9K 0.01%
1,551
-4,578
243
$26.2K 0.01%
3,759
244
$23.5K 0.01%
100
245
$23.2K 0.01%
464
246
$22.8K 0.01%
+50
247
$21.6K 0.01%
1,176
248
$19.5K 0.01%
331
-83,784
249
$18.4K 0.01%
425
250
$15.6K ﹤0.01%
770
8 9
10
11 12