CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
-16.55%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$226M
AUM Growth
-$47.8M
(-17%)
Cap. Flow
-$2.12M
Cap. Flow
% of AUM
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
25.81%
Holding
329
New
56
Increased
103
Reduced
86
Closed
45
Top Buys
| 1 |
Visa
V
|
$4.87M |
| 2 |
Campbell Soup
CPB
|
$4.22M |
| 3 |
Fidelity National Information Services
FIS
|
$4.03M |
| 4 |
Entergy
ETR
|
$3.36M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.12M |
Top Sells
| 1 |
Roper Technologies
ROP
|
$5.8M |
| 2 |
General Dynamics
GD
|
$5.02M |
| 3 |
Universal Health Services
UHS
|
$4.3M |
| 4 |
General Mills
GIS
|
$4.01M |
| 5 |
VeriSign
VRSN
|
$547K |
Sector Composition
| 1 | Technology | 20.99% |
| 2 | Consumer Staples | 13.87% |
| 3 | Industrials | 12.05% |
| 4 | Financials | 10.74% |
| 5 | Healthcare | 9.97% |
