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
$354M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.96M
3
+$6.7M
4
CTAS icon
Cintas
CTAS
+$6.64M
5
GPC icon
Genuine Parts
GPC
+$6.14M

Top Sells

1
+$7.78M
2
+$6.83M
3
+$6.23M
4
SO icon
Southern Company
SO
+$6.12M
5
ETR icon
Entergy
ETR
+$5.85M

Sector Composition

1 Healthcare 15.38%
2 Consumer Staples 14.86%
3 Financials 13.79%
4 Energy 13.17%
5 Industrials 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$84K 0.02%
1,617
+186
227
$82.9K 0.02%
203
+1
228
$74.3K 0.02%
2,772
229
$65.8K 0.02%
650
230
$65.8K 0.02%
600
231
$63.6K 0.02%
300
232
$59.9K 0.02%
336
+5
233
$41.7K 0.01%
182
234
$37.6K 0.01%
2,331
-474
235
$35.3K 0.01%
1,560
+9
236
$34.6K 0.01%
100
237
$33.4K 0.01%
+500
238
$29.2K 0.01%
125
239
$27.8K 0.01%
+1,000
240
$27.2K 0.01%
3,759
241
$24K 0.01%
+500
242
$23.4K 0.01%
174
+114
243
$21.2K 0.01%
145
+90
244
$18.7K 0.01%
65
-7,772
245
$18.7K 0.01%
307
+182
246
$18.6K 0.01%
+1,000
247
$18.2K 0.01%
+110
248
$18.1K 0.01%
492
+312
249
$17.9K 0.01%
510
+335
250
$17.8K 0.01%
926
-250
8 9
10
11 12