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
76
$447K 0.15%
3,255
77
$446K 0.15%
1,114
+163
78
$435K 0.15%
9,581
79
$434K 0.14%
23,549
80
$430K 0.14%
5,346
+122
81
$426K 0.14%
4,032
82
$425K 0.14%
5,221
-151
83
$425K 0.14%
8,364
84
$418K 0.14%
195
+6
85
$413K 0.14%
6,308
86
$410K 0.14%
4,254
+639
87
$410K 0.14%
2,620
88
$404K 0.13%
3,810
89
$402K 0.13%
6,229
90
$401K 0.13%
7,452
91
$400K 0.13%
5,997
92
$400K 0.13%
4,045
93
$399K 0.13%
2,398
-60
94
$386K 0.13%
2,875
+114
95
$385K 0.13%
5,334
96
$380K 0.13%
7,177
97
$380K 0.13%
18,941
98
$378K 0.13%
3,716
99
$376K 0.13%
2,131
+2,096
100
$374K 0.12%
6,414
-183
2 3
4
5 6