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
$361M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$6.16M
3
+$6.14M
4
TMUS icon
T-Mobile US
TMUS
+$4.95M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.14M

Top Sells

1
+$5.72M
2
+$5.31M
3
+$4.94M
4
BKR icon
Baker Hughes
BKR
+$4.61M
5
SEE icon
Sealed Air
SEE
+$632K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 15.07%
3 Energy 14.25%
4 Financials 13.67%
5 Industrials 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.67K ﹤0.01%
175
277
$5.59K ﹤0.01%
154
278
$5.48K ﹤0.01%
+145
279
$5.46K ﹤0.01%
59
280
$5.44K ﹤0.01%
+856
281
$5.44K ﹤0.01%
9
282
$5.31K ﹤0.01%
180
283
$5.27K ﹤0.01%
162
284
$5.26K ﹤0.01%
58
285
$5.22K ﹤0.01%
48
286
$5.14K ﹤0.01%
49
287
$5K ﹤0.01%
57
288
$4.91K ﹤0.01%
141
289
$4.9K ﹤0.01%
385
290
$4.87K ﹤0.01%
121
291
$4.87K ﹤0.01%
52
292
$4.83K ﹤0.01%
109
293
$4.8K ﹤0.01%
108
294
$4.77K ﹤0.01%
117
295
$4.57K ﹤0.01%
176
296
$4.5K ﹤0.01%
72
297
$4.39K ﹤0.01%
216
298
$4.12K ﹤0.01%
108
299
$4.08K ﹤0.01%
58
300
$4.03K ﹤0.01%
67
10 11
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