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
$361M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$6.16M
3
+$6.14M
4
TMUS icon
T-Mobile US
TMUS
+$4.95M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.14M

Top Sells

1
+$5.72M
2
+$5.31M
3
+$4.94M
4
BKR icon
Baker Hughes
BKR
+$4.61M
5
SEE icon
Sealed Air
SEE
+$632K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 15.07%
3 Energy 14.25%
4 Financials 13.67%
5 Industrials 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$871K 0.24%
10,222
+1,301
52
$859K 0.24%
11,525
+2,828
53
$807K 0.22%
29,822
-2,594
54
$746K 0.21%
4,301
+521
55
$740K 0.21%
9,067
+4,559
56
$721K 0.2%
21,077
+2,238
57
$711K 0.2%
12,534
+1,529
58
$702K 0.19%
5,825
+679
59
$701K 0.19%
4,920
+638
60
$691K 0.19%
1,832
+156
61
$686K 0.19%
2,603
+492
62
$679K 0.19%
6,913
+595
63
$657K 0.18%
13,177
+1,778
64
$635K 0.18%
16,107
+14,042
65
$629K 0.17%
1,899
+1,671
66
$629K 0.17%
3,794
+463
67
$617K 0.17%
3,840
+2,085
68
$617K 0.17%
250
+55
69
$603K 0.17%
6,046
+825
70
$603K 0.17%
13,410
+11,660
71
$601K 0.17%
3,351
-133
72
$593K 0.16%
16,228
+1,659
73
$587K 0.16%
13,374
-23
74
$583K 0.16%
6,279
+933
75
$577K 0.16%
4,438
+420
1 2
3
4 5