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
151
$273K 0.09%
+960
152
$272K 0.09%
1,490
153
$268K 0.09%
1,989
154
$267K 0.09%
1,721
155
$264K 0.09%
6,288
+255
156
$263K 0.09%
1,970
157
$254K 0.08%
8,063
158
$250K 0.08%
6,573
159
$248K 0.08%
5,040
160
$246K 0.08%
2,075
+20
161
$235K 0.08%
20,084
162
$234K 0.08%
5,280
163
$222K 0.07%
8,732
164
$219K 0.07%
2,502
165
$217K 0.07%
3,523
166
$212K 0.07%
3,878
167
$211K 0.07%
28,870
-58,580
168
$206K 0.07%
+8,852
169
$204K 0.07%
3,316
170
$202K 0.07%
2,982
171
$198K 0.07%
5,672
+94
172
$195K 0.07%
4,393
+4,279
173
$195K 0.07%
9,311
174
$195K 0.07%
+4,878
175
$192K 0.06%
5,312
5 6
7
8 9