CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
+0.62%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$475M
AUM Growth
+$7.07M
(+1.5%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
23.25%
Holding
466
New
73
Increased
100
Reduced
134
Closed
93
Top Buys
| 1 |
BJs Wholesale Club
BJ
|
$9.8M |
| 2 |
Apple
AAPL
|
$9.51M |
| 3 |
Liberty Broadband Class C
LBRDK
|
$9.29M |
| 4 |
Bristol-Myers Squibb
BMY
|
$7.76M |
| 5 |
Xcel Energy
XEL
|
$7.45M |
Top Sells
| 1 |
Carrier Global
CARR
|
$8.83M |
| 2 |
Marsh & McLennan
MMC
|
$8.73M |
| 3 |
UDR
UDR
|
$8.07M |
| 4 |
Alcoa
AA
|
$7.51M |
| 5 |
D.R. Horton
DHI
|
$7.3M |
Sector Composition
| 1 | Financials | 19.81% |
| 2 | Technology | 18.49% |
| 3 | Communication Services | 12.21% |
| 4 | Industrials | 8.98% |
| 5 | Consumer Discretionary | 8.05% |
