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
$354M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.96M
3
+$6.7M
4
CTAS icon
Cintas
CTAS
+$6.64M
5
GPC icon
Genuine Parts
GPC
+$6.14M

Top Sells

1
+$7.78M
2
+$6.83M
3
+$6.23M
4
SO icon
Southern Company
SO
+$6.12M
5
ETR icon
Entergy
ETR
+$5.85M

Sector Composition

1 Healthcare 15.38%
2 Consumer Staples 14.86%
3 Financials 13.79%
4 Energy 13.17%
5 Industrials 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.5K ﹤0.01%
+250
277
$11.4K ﹤0.01%
330
+300
278
$11.1K ﹤0.01%
141
279
$10.5K ﹤0.01%
+130
280
$10.2K ﹤0.01%
+100
281
$10.2K ﹤0.01%
+1,000
282
$9.96K ﹤0.01%
208
-14
283
$9.67K ﹤0.01%
+250
284
$8.98K ﹤0.01%
36
285
$8.71K ﹤0.01%
+450
286
$8.32K ﹤0.01%
+50
287
$8.25K ﹤0.01%
209
288
$7.95K ﹤0.01%
+500
289
$7.89K ﹤0.01%
+115
290
$7.81K ﹤0.01%
90
291
$7.59K ﹤0.01%
+100
292
$7.48K ﹤0.01%
430
+8
293
$7.11K ﹤0.01%
+50
294
$6.78K ﹤0.01%
88
295
$6.74K ﹤0.01%
159
-5
296
$6.7K ﹤0.01%
463
297
$6.62K ﹤0.01%
53
298
$6.58K ﹤0.01%
+100
299
$6.47K ﹤0.01%
+75
300
$6.37K ﹤0.01%
856
10 11
12
13 14