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
251
$14K ﹤0.01%
1,000
252
$13K ﹤0.01%
811
253
$12K ﹤0.01%
425
254
$12K ﹤0.01%
141
+1
255
$12K ﹤0.01%
300
256
$11K ﹤0.01%
354
257
$10K ﹤0.01%
208
-799
258
$8K ﹤0.01%
60
+26
259
$8K ﹤0.01%
201
260
$8K ﹤0.01%
115
261
$8K ﹤0.01%
36
262
$7K ﹤0.01%
143
263
$7K ﹤0.01%
88
264
$6K ﹤0.01%
+209
265
$6K ﹤0.01%
216
266
$6K ﹤0.01%
81
267
$6K ﹤0.01%
125
268
$6K ﹤0.01%
422
269
$6K ﹤0.01%
155
270
$6K ﹤0.01%
53
271
$5K ﹤0.01%
58
272
$5K ﹤0.01%
59
273
$5K ﹤0.01%
90
274
$5K ﹤0.01%
52
275
$5K ﹤0.01%
385
9 10
11
12 13