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
276
$5K ﹤0.01%
52
277
$5K ﹤0.01%
385
278
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154
279
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55
280
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9
281
$5K ﹤0.01%
+369
282
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58
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308
286
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463
287
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+72
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58
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$4K ﹤0.01%
96
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$4K ﹤0.01%
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$4K ﹤0.01%
49
292
$4K ﹤0.01%
+58
293
$4K ﹤0.01%
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108
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$4K ﹤0.01%
+117
297
$4K ﹤0.01%
176
298
$4K ﹤0.01%
+57
299
$4K ﹤0.01%
48
300
$4K ﹤0.01%
65
10 11
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