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
FISV
Fiserv Inc
FISV
+$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
126
$313K 0.1%
1,917
+116
127
$305K 0.1%
+2,655
128
$301K 0.1%
+2,588
129
$299K 0.1%
+3,718
130
$298K 0.1%
1,160
-50
131
$298K 0.1%
+4,168
132
$298K 0.1%
9,680
+60
133
$298K 0.1%
6,809
+85
134
$298K 0.1%
2,797
135
$296K 0.1%
40,621
+6,396
136
$293K 0.1%
8,744
+494
137
$293K 0.1%
1,505
138
$292K 0.1%
11,143
+75
139
$290K 0.1%
1,595
+47
140
$287K 0.1%
1,755
141
$286K 0.1%
7,644
+96
142
$284K 0.09%
+4,508
143
$281K 0.09%
13,486
+74
144
$281K 0.09%
2,702
145
$280K 0.09%
2,358
+118
146
$278K 0.09%
10,361
+135
147
$278K 0.09%
3,743
-95
148
$277K 0.09%
+2,395
149
$275K 0.09%
+4,906
150
$275K 0.09%
11,390
4 5
6
7 8