CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
This Quarter Return
+4.47%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$326M
AUM Growth
+$326M
(-4.9%)
Cap. Flow
-$27.4M
Cap. Flow
% of AUM
-8.41%
Top 10 Holdings %
Top 10 Hldgs %
30.7%
Holding
243
New
47
Increased
27
Reduced
44
Closed
38
Top Buys
| 1 |
Y
Alleghany Corporation
Y
|
$7.84M |
| 2 |
Clorox
CLX
|
$7.73M |
| 3 |
Verizon
VZ
|
$7.18M |
| 4 |
Essential Utilities
WTRG
|
$7.16M |
| 5 |
Costco
COST
|
$6.93M |
Top Sells
| 1 |
Amgen
AMGN
|
$10.3M |
| 2 |
Equity Residential
EQR
|
$9.13M |
| 3 |
Mondelez International
MDLZ
|
$8.19M |
| 4 |
Webster Financial
WBS
|
$7.36M |
| 5 |
Netflix
NFLX
|
$6.9M |
Sector Composition
| 1 | Consumer Staples | 25.18% |
| 2 | Technology | 11.77% |
| 3 | Industrials | 11.61% |
| 4 | Financials | 10.81% |
| 5 | Healthcare | 9.24% |
