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
176
$192K 0.06%
7,762
177
$192K 0.06%
3,193
178
$192K 0.06%
4,428
179
$190K 0.06%
+1,853
180
$187K 0.06%
1,886
181
$186K 0.06%
2,166
182
$185K 0.06%
1,052
+5
183
$184K 0.06%
3,677
184
$183K 0.06%
3,024
185
$180K 0.06%
11,099
186
$178K 0.06%
6,735
187
$177K 0.06%
4,004
188
$176K 0.06%
3,535
189
$176K 0.06%
1,592
190
$174K 0.06%
+6,667
191
$173K 0.06%
1,337
192
$171K 0.06%
7,264
+66
193
$165K 0.06%
7,177
194
$164K 0.05%
+3,392
195
$158K 0.05%
6,567
+6,406
196
$157K 0.05%
+566
197
$154K 0.05%
+3,497
198
$147K 0.05%
+1,448
199
$147K 0.05%
2,263
+32
200
$144K 0.05%
4,008
6 7
8
9 10