CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
-2.93%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$300M
AUM Growth
-$8.62M
(-2.8%)
Cap. Flow
+$4.95M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
25.52%
Holding
363
New
40
Increased
82
Reduced
37
Closed
49
Top Buys
| 1 |
ConocoPhillips
COP
|
$6.19M |
| 2 |
Cardinal Health
CAH
|
$5.56M |
| 3 |
Lockheed Martin
LMT
|
$4.72M |
| 4 |
Fiserv
FI
|
$4.47M |
| 5 |
American Electric Power
AEP
|
$4.37M |
Top Sells
| 1 |
AvalonBay Communities
AVB
|
$4.63M |
| 2 |
Intercontinental Exchange
ICE
|
$4.25M |
| 3 |
Eastman Chemical
EMN
|
$4.19M |
| 4 |
DuPont de Nemours
DD
|
$3.82M |
| 5 |
UDR
UDR
|
$3.81M |
Sector Composition
| 1 | Healthcare | 20.43% |
| 2 | Energy | 14.64% |
| 3 | Financials | 13.59% |
| 4 | Consumer Staples | 11.43% |
| 5 | Industrials | 11.05% |
