CIM

Contravisory Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 21.56%
This Quarter Est. Return
1 Year Est. Return
+21.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
-$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.56M
3
+$4.72M
4
FI icon
Fiserv
FI
+$4.47M
5
AEP icon
American Electric Power
AEP
+$4.37M

Top Sells

1
+$4.63M
2
+$4.25M
3
+$4.19M
4
DD icon
DuPont de Nemours
DD
+$3.82M
5
UDR icon
UDR
UDR
+$3.81M

Sector Composition

1 Healthcare 20.43%
2 Energy 14.64%
3 Financials 13.59%
4 Consumer Staples 11.43%
5 Industrials 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.47M 1.82%
96,625
+5,934
27
$5.45M 1.82%
66,561
+617
28
$5.39M 1.8%
42,700
+265
29
$5.32M 1.78%
94,654
+686
30
$5.27M 1.76%
24,856
+258
31
$5.23M 1.75%
95,465
+283
32
$4.95M 1.65%
341,194
+3,694
33
$4.93M 1.65%
374,415
+3,961
34
$4.84M 1.62%
94,558
+171
35
$4.8M 1.6%
42,652
+307
36
$4.78M 1.6%
51,103
+47,767
37
$4.72M 1.58%
+12,226
38
$4.61M 1.54%
219,753
-2,612
39
$4.37M 1.46%
+50,558
40
$2.66M 0.89%
8,106
41
$1.14M 0.38%
4,308
-4
42
$1.02M 0.34%
16,905
43
$867K 0.29%
30,757
44
$859K 0.29%
8,921
45
$852K 0.28%
7,031
+1,491
46
$837K 0.28%
4,887
-93
47
$781K 0.26%
13,944
+62
48
$732K 0.24%
32,416
+3,157
49
$731K 0.24%
2,394
-54
50
$670K 0.22%
19,599
-511
1
2
3 4 5