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
251
$14.2K ﹤0.01%
1,000
252
$13.5K ﹤0.01%
425
253
$13.4K ﹤0.01%
811
254
$12.2K ﹤0.01%
141
255
$12K ﹤0.01%
300
256
$11.9K ﹤0.01%
354
257
$10.5K ﹤0.01%
222
+14
258
$10.5K ﹤0.01%
201
259
$8.21K ﹤0.01%
60
260
$7.67K ﹤0.01%
36
261
$7.36K ﹤0.01%
88
262
$7.16K ﹤0.01%
125
263
$7.02K ﹤0.01%
115
264
$6.8K ﹤0.01%
422
265
$6.76K ﹤0.01%
155
266
$6.65K ﹤0.01%
463
267
$6.55K ﹤0.01%
143
268
$6.51K ﹤0.01%
53
269
$6.47K ﹤0.01%
90
270
$6.39K ﹤0.01%
164
271
$6.37K ﹤0.01%
81
272
$6.33K ﹤0.01%
55
273
$6.24K ﹤0.01%
209
274
$5.91K ﹤0.01%
369
275
$5.72K ﹤0.01%
58
9 10
11
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