CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
+15.28%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$408M
AUM Growth
+$54.7M
(+15%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
24.75%
Holding
432
New
112
Increased
83
Reduced
120
Closed
73
Top Buys
| 1 |
Lam Research
LRCX
|
$7.93M |
| 2 |
Applied Materials
AMAT
|
$7.27M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.02M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.07M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.51M |
Top Sells
| 1 |
Edison International
EIX
|
$6.19M |
| 2 |
PepsiCo
PEP
|
$6.14M |
| 3 |
Kimberly-Clark
KMB
|
$1.33M |
| 4 |
Lamb Weston
LW
|
$714K |
| 5 |
Omnicom Group
OMC
|
$646K |
Sector Composition
| 1 | Technology | 23.23% |
| 2 | Consumer Discretionary | 13.85% |
| 3 | Financials | 12.34% |
| 4 | Healthcare | 12.14% |
| 5 | Communication Services | 11.86% |
