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
251
$17.8K 0.01%
425
252
$17.4K ﹤0.01%
35
-15
253
$17.1K ﹤0.01%
425
+271
254
$16.5K ﹤0.01%
+327
255
$16.4K ﹤0.01%
339
+231
256
$16.2K ﹤0.01%
444
+303
257
$16.1K ﹤0.01%
770
258
$15.9K ﹤0.01%
+75
259
$15.8K ﹤0.01%
172
+114
260
$15.7K ﹤0.01%
146
+97
261
$15.6K ﹤0.01%
+372
262
$15.2K ﹤0.01%
146
+98
263
$15.1K ﹤0.01%
170
+111
264
$15.1K ﹤0.01%
336
+228
265
$14.9K ﹤0.01%
425
266
$14.9K ﹤0.01%
25
+16
267
$14.7K ﹤0.01%
165
+107
268
$14.6K ﹤0.01%
1,000
269
$14.5K ﹤0.01%
+250
270
$14.2K ﹤0.01%
+198
271
$13.8K ﹤0.01%
514
-7,207
272
$13.7K ﹤0.01%
+217
273
$13.7K ﹤0.01%
811
274
$12.4K ﹤0.01%
360
+243
275
$11.7K ﹤0.01%
300
9 10
11
12 13