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
101
$373K 0.12%
2,328
+25
102
$371K 0.12%
1,641
103
$371K 0.12%
1,267
104
$369K 0.12%
16,022
105
$368K 0.12%
725
-15
106
$367K 0.12%
+9,782
107
$365K 0.12%
3,774
-118
108
$363K 0.12%
+742
109
$360K 0.12%
14,294
110
$359K 0.12%
5,459
+94
111
$357K 0.12%
7,605
112
$354K 0.12%
5,963
113
$353K 0.12%
8,771
-318
114
$345K 0.12%
2,463
115
$345K 0.12%
8,273
-91,398
116
$343K 0.11%
1,283
+20
117
$337K 0.11%
5,792
118
$335K 0.11%
+2,613
119
$329K 0.11%
1,371
120
$326K 0.11%
2,087
121
$323K 0.11%
+12,741
122
$322K 0.11%
+8,715
123
$320K 0.11%
947
+14
124
$314K 0.1%
5,482
+24
125
$313K 0.1%
1,294
3 4
5
6 7