CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
+13.13%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$451M
AUM Growth
+$43.4M
(+11%)
Cap. Flow
+$2.3M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
24.58%
Holding
399
New
40
Increased
62
Reduced
145
Closed
54
Top Buys
| 1 |
Fastenal
FAST
|
$8.45M |
| 2 |
Bank of America
BAC
|
$8.34M |
| 3 |
Target
TGT
|
$7.93M |
| 4 |
Corpay
CPAY
|
$7.67M |
| 5 |
Digital Realty Trust
DLR
|
$7.49M |
Top Sells
| 1 |
Merck
MRK
|
$8.1M |
| 2 |
AutoNation
AN
|
$7.69M |
| 3 |
Mondelez International
MDLZ
|
$6.75M |
| 4 |
Procter & Gamble
PG
|
$6.5M |
| 5 |
Aon
AON
|
$6.3M |
Sector Composition
| 1 | Technology | 28.23% |
| 2 | Industrials | 13.34% |
| 3 | Consumer Discretionary | 12.36% |
| 4 | Financials | 12.3% |
| 5 | Communication Services | 11.51% |
