CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
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%
115
259
$8K ﹤0.01%
36
260
$8K ﹤0.01%
60
+26
261
$8K ﹤0.01%
201
262
$7K ﹤0.01%
143
263
$7K ﹤0.01%
88
264
$6K ﹤0.01%
155
265
$6K ﹤0.01%
53
266
$6K ﹤0.01%
+209
267
$6K ﹤0.01%
216
268
$6K ﹤0.01%
81
269
$6K ﹤0.01%
125
270
$6K ﹤0.01%
422
271
$5K ﹤0.01%
59
272
$5K ﹤0.01%
162
273
$5K ﹤0.01%
+108
274
$5K ﹤0.01%
+175
275
$5K ﹤0.01%
90