CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
+9.89%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$508M
AUM Growth
+$33.5M
(+7.1%)
Cap. Flow
+$4.63M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
25.56%
Holding
461
New
88
Increased
98
Reduced
97
Closed
90
Top Buys
| 1 |
Labcorp
LH
|
$9.75M |
| 2 |
Goldman Sachs
GS
|
$9.26M |
| 3 |
RTX Corp
RTX
|
$9.06M |
| 4 |
IBM
IBM
|
$9.05M |
| 5 |
US Foods
USFD
|
$8.41M |
Top Sells
| 1 |
Digital Realty Trust
DLR
|
$9.92M |
| 2 |
Microsoft
MSFT
|
$9.29M |
| 3 |
Chipotle Mexican Grill
CMG
|
$8.64M |
| 4 |
PNC Financial Services
PNC
|
$8.15M |
| 5 |
Fifth Third Bancorp
FITB
|
$7.78M |
Sector Composition
| 1 | Financials | 19.4% |
| 2 | Technology | 16.5% |
| 3 | Communication Services | 14.51% |
| 4 | Industrials | 10.18% |
| 5 | Healthcare | 8.96% |
