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
51
$647K 0.22%
13,397
52
$584K 0.19%
8,114
+837
53
$580K 0.19%
8,697
+760
54
$572K 0.19%
18,839
+1,549
55
$566K 0.19%
12,722
56
$564K 0.19%
3,780
-100
57
$555K 0.19%
4,018
-102
58
$545K 0.18%
4,282
-123
59
$535K 0.18%
11,104
-258
60
$523K 0.17%
6,318
+2,142
61
$519K 0.17%
11,005
62
$513K 0.17%
5,146
+15
63
$507K 0.17%
1,676
64
$505K 0.17%
14,569
65
$501K 0.17%
3,484
+1,919
66
$501K 0.17%
11,399
-296
67
$488K 0.16%
4,051
68
$487K 0.16%
2,111
+60
69
$485K 0.16%
7,283
+935
70
$483K 0.16%
7,370
+1,313
71
$482K 0.16%
3,229
-166
72
$476K 0.16%
7,873
73
$475K 0.16%
6,144
74
$451K 0.15%
+3,331
75
$447K 0.15%
17,103
1 2
3
4 5