CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
+1.05%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$271M
AUM Growth
-$4.81M
(-1.7%)
Cap. Flow
-$5.15M
Cap. Flow
% of AUM
-1.9%
Top 10 Holdings %
Top 10 Hldgs %
25.23%
Holding
513
New
49
Increased
118
Reduced
76
Closed
189
Top Buys
| 1 |
Fortive
FTV
|
+$4.15M |
| 2 |
Salesforce
CRM
|
+$4.11M |
| 3 |
Citigroup
C
|
+$3.88M |
| 4 |
PayPal
PYPL
|
+$3.84M |
| 5 |
Cigna
CI
|
+$3.65M |
Top Sells
| 1 |
Skyworks Solutions
SWKS
|
+$5.51M |
| 2 |
SAP
SAP
|
+$4.55M |
| 3 |
Jazz Pharmaceuticals
JAZZ
|
+$4.07M |
| 4 |
Franklin Resources
BEN
|
+$3.03M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$999K |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 18.27% |
| 3 | Industrials | 13.68% |
| 4 | Healthcare | 10.11% |
| 5 | Consumer Discretionary | 8.8% |
