CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
This Quarter Return
+16.69%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$361M
AUM Growth
+$361M
(+20%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
25.92%
Holding
346
New
32
Increased
163
Reduced
43
Closed
36
Top Buys
| 1 |
PepsiCo
PEP
|
$6.28M |
| 2 |
Dollar General
DG
|
$6.16M |
| 3 |
Marsh & McLennan
MMC
|
$6.14M |
| 4 |
T-Mobile US
TMUS
|
$4.95M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.14M |
Top Sells
| 1 |
Comerica
CMA
|
$5.72M |
| 2 |
Microsoft
MSFT
|
$5.31M |
| 3 |
Equity Residential
EQR
|
$4.94M |
| 4 |
Baker Hughes
BKR
|
$4.61M |
| 5 |
Sealed Air
SEE
|
$632K |
Sector Composition
| 1 | Healthcare | 20.18% |
| 2 | Consumer Staples | 15.07% |
| 3 | Energy | 14.25% |
| 4 | Financials | 13.67% |
| 5 | Industrials | 10.95% |
