CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
This Quarter Return
+6.38%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$376M
AUM Growth
+$376M
(-12%)
Cap. Flow
-$73.4M
Cap. Flow
% of AUM
-19.54%
Top 10 Holdings %
Top 10 Hldgs %
30.78%
Holding
247
New
89
Increased
32
Reduced
48
Closed
42
Top Buys
| 1 |
Netflix
NFLX
|
$8.13M |
| 2 |
Webster Financial
WBS
|
$8.03M |
| 3 |
eBay
EBAY
|
$7.54M |
| 4 |
Tesla
TSLA
|
$7.53M |
| 5 |
J.M. Smucker
SJM
|
$7.05M |
Top Sells
| 1 |
Ashland
ASH
|
$11.9M |
| 2 |
F5
FFIV
|
$10.4M |
| 3 |
HCA Healthcare
HCA
|
$9.96M |
| 4 |
3M
MMM
|
$9.59M |
| 5 |
McKesson
MCK
|
$9.56M |
Sector Composition
| 1 | Healthcare | 19.36% |
| 2 | Consumer Discretionary | 15.29% |
| 3 | Consumer Staples | 11.75% |
| 4 | Financials | 11.45% |
| 5 | Technology | 8.79% |
