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
76
$574K 0.16%
+34,780
77
$571K 0.16%
8,093
+723
78
$549K 0.15%
6,148
+4
79
$548K 0.15%
7,212
+983
80
$543K 0.15%
6,766
+769
81
$543K 0.15%
8,689
+1,237
82
$539K 0.15%
8,202
+919
83
$531K 0.15%
3,047
+427
84
$526K 0.15%
7,434
+1,020
85
$519K 0.14%
3,213
+338
86
$516K 0.14%
3,257
+2
87
$510K 0.14%
1,272
+158
88
$506K 0.14%
3,703
-348
89
$506K 0.14%
9,000
+1,395
90
$506K 0.14%
8,883
+1,010
91
$505K 0.14%
6,322
+863
92
$504K 0.14%
4,035
+3
93
$503K 0.14%
1,258
+311
94
$496K 0.14%
3,328
+865
95
$471K 0.13%
3,859
+1,464
96
$471K 0.13%
9,788
+6
97
$462K 0.13%
+6,092
98
$459K 0.13%
833
+108
99
$456K 0.13%
1,911
+270
100
$453K 0.13%
4,255
+445
2 3
4
5 6