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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$9.8M
2 +$9.51M
3 +$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1 +$8.83M
2 +$8.73M
3 +$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$21.5K ﹤0.01%
+115
302
$21.4K ﹤0.01%
263
303
$20.9K ﹤0.01%
+1,150
304
$20.9K ﹤0.01%
+222
305
$20.8K ﹤0.01%
48
306
$19.9K ﹤0.01%
+601
307
$19.6K ﹤0.01%
79
308
$19.5K ﹤0.01%
248
309
$18.9K ﹤0.01%
51
310
$18.6K ﹤0.01%
93
311
$18.5K ﹤0.01%
206
312
$18.2K ﹤0.01%
157
313
$17.9K ﹤0.01%
91
314
$17.8K ﹤0.01%
+333
315
$17.8K ﹤0.01%
165
316
$17.7K ﹤0.01%
191
317
$17.7K ﹤0.01%
123
-46
318
$17.4K ﹤0.01%
135
319
$17.2K ﹤0.01%
72
320
$17K ﹤0.01%
+761
321
$17K ﹤0.01%
55
322
$16.8K ﹤0.01%
75
323
$16.3K ﹤0.01%
29
-12
324
$16K ﹤0.01%
247
325
$16K ﹤0.01%
100