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
$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%
154
277
$5K ﹤0.01%
55
278
$5K ﹤0.01%
9
279
$5K ﹤0.01%
+369
280
$5K ﹤0.01%
180
281
$5K ﹤0.01%
58
282
$5K ﹤0.01%
162
283
$5K ﹤0.01%
+108
284
$5K ﹤0.01%
+175
285
$5K ﹤0.01%
164
286
$5K ﹤0.01%
308
287
$5K ﹤0.01%
463
288
$5K ﹤0.01%
+72
289
$4K ﹤0.01%
108
290
$4K ﹤0.01%
109
291
$4K ﹤0.01%
+117
292
$4K ﹤0.01%
176
293
$4K ﹤0.01%
96
294
$4K ﹤0.01%
121
295
$4K ﹤0.01%
49
296
$4K ﹤0.01%
+58
297
$4K ﹤0.01%
+57
298
$4K ﹤0.01%
48
299
$4K ﹤0.01%
65
300
$4K ﹤0.01%
141
10 11
12
13 14