CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
+5.78%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$259M
AUM Growth
+$626K
(+0.24%)
Cap. Flow
-$9.87M
Cap. Flow
% of AUM
-3.82%
Top 10 Holdings %
Top 10 Hldgs %
27.16%
Holding
343
New
40
Increased
92
Reduced
61
Closed
71
Top Buys
| 1 |
Microsoft
MSFT
|
$6.03M |
| 2 |
Republic Services
RSG
|
$5.83M |
| 3 |
Kimberly-Clark
KMB
|
$5.8M |
| 4 |
Procter & Gamble
PG
|
$4.18M |
| 5 |
Darden Restaurants
DRI
|
$4.04M |
Top Sells
| 1 |
Elevance Health
ELV
|
$4.87M |
| 2 |
HP
HPQ
|
$4.75M |
| 3 |
Humana
HUM
|
$4.26M |
| 4 |
Markel Group
MKL
|
$4.11M |
| 5 |
BioMarin Pharmaceuticals
BMRN
|
$4.1M |
Sector Composition
| 1 | Technology | 26.71% |
| 2 | Consumer Staples | 11.11% |
| 3 | Industrials | 10.37% |
| 4 | Financials | 9.14% |
| 5 | Healthcare | 8.89% |
