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
$361M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$6.16M
3
+$6.14M
4
TMUS icon
T-Mobile US
TMUS
+$4.95M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.14M

Top Sells

1
+$5.72M
2
+$5.31M
3
+$4.94M
4
BKR icon
Baker Hughes
BKR
+$4.61M
5
SEE icon
Sealed Air
SEE
+$632K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 15.07%
3 Energy 14.25%
4 Financials 13.67%
5 Industrials 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.09%
3,134
+632
152
$324K 0.09%
1,848
+358
153
$322K 0.09%
5,756
+878
154
$317K 0.09%
7,557
-87
155
$313K 0.09%
9,564
-116
156
$312K 0.09%
2,658
+3
157
$309K 0.09%
2,133
+2
158
$304K 0.08%
5,433
-49
159
$302K 0.08%
+10,507
160
$285K 0.08%
5,164
+771
161
$283K 0.08%
+1,238
162
$281K 0.08%
3,743
163
$278K 0.08%
9,242
+1,179
164
$276K 0.08%
2,187
+334
165
$275K 0.08%
11,390
166
$273K 0.08%
+1,922
167
$271K 0.08%
4,201
+524
168
$266K 0.07%
3,709
+516
169
$265K 0.07%
1,708
+260
170
$262K 0.07%
12,524
+1,425
171
$260K 0.07%
10,747
+1,436
172
$257K 0.07%
4,107
+572
173
$256K 0.07%
8,902
+1,140
174
$255K 0.07%
2,476
+310
175
$254K 0.07%
6,107
+795
5 6
7
8 9