CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
This Quarter Return
+8.22%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$339M
AUM Growth
+$339M
(+6%)
Cap. Flow
+$137K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
27.24%
Holding
303
New
41
Increased
84
Reduced
60
Closed
38
Top Buys
| 1 |
Ford
F
|
$6.95M |
| 2 |
Equity Residential
EQR
|
$6.75M |
| 3 |
Schlumberger
SLB
|
$6.14M |
| 4 |
RTX Corp
RTX
|
$5.62M |
| 5 |
Travelers Companies
TRV
|
$5.58M |
Top Sells
| 1 |
Synopsys
SNPS
|
$11.2M |
| 2 |
Thermo Fisher Scientific
TMO
|
$7.92M |
| 3 |
Amazon
AMZN
|
$6.25M |
| 4 |
Autodesk
ADSK
|
$6.25M |
| 5 |
Nike
NKE
|
$6.1M |
Sector Composition
| 1 | Technology | 16.67% |
| 2 | Industrials | 16.22% |
| 3 | Financials | 16.11% |
| 4 | Healthcare | 12.36% |
| 5 | Consumer Discretionary | 8.06% |