CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
This Quarter Return
-0.42%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$509M
AUM Growth
+$509M
(-2.2%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
31.12%
Holding
171
New
45
Increased
38
Reduced
25
Closed
19
Top Buys
| 1 |
Humana
HUM
|
$13.6M |
| 2 |
VMW
VMware, Inc
VMW
|
$13.3M |
| 3 |
Boston Scientific
BSX
|
$12.2M |
| 4 |
Belden
BDC
|
$10.7M |
| 5 |
Bristol-Myers Squibb
BMY
|
$9.95M |
Top Sells
| 1 |
Cincinnati Financial
CINF
|
$13.5M |
| 2 |
Colgate-Palmolive
CL
|
$12.6M |
| 3 |
Chord Energy
CHRD
|
$11.9M |
| 4 |
Verisk Analytics
VRSK
|
$11.9M |
| 5 |
Ford
F
|
$11.7M |
Sector Composition
| 1 | Healthcare | 18.65% |
| 2 | Financials | 16.35% |
| 3 | Technology | 16.25% |
| 4 | Industrials | 14.23% |
| 5 | Communication Services | 9.77% |
