CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
+1.93%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$343M
AUM Growth
-$33M
(-8.8%)
Cap. Flow
-$35.5M
Cap. Flow
% of AUM
-10.37%
Top 10 Holdings %
Top 10 Hldgs %
29.36%
Holding
249
New
44
Increased
30
Reduced
59
Closed
53
Top Buys
| 1 |
Accenture
ACN
|
$10.1M |
| 2 |
General Mills
GIS
|
$9.87M |
| 3 |
Carnival Corp
CCL
|
$8.59M |
| 4 |
Mondelez International
MDLZ
|
$8.19M |
| 5 |
Booz Allen Hamilton
BAH
|
$6.98M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$13M |
| 2 |
Humana
HUM
|
$12.9M |
| 3 |
Moody's
MCO
|
$12M |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$10.9M |
| 5 |
CVS Health
CVS
|
$10.8M |
Sector Composition
| 1 | Consumer Staples | 21.59% |
| 2 | Financials | 12.14% |
| 3 | Consumer Discretionary | 11.15% |
| 4 | Technology | 9.91% |
| 5 | Healthcare | 9.57% |
