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
176
$249K 0.07%
4,003
+611
177
$249K 0.07%
3,934
+618
178
$241K 0.07%
5,072
+644
179
$240K 0.07%
3,418
+436
180
$237K 0.07%
33,349
+4,479
181
$236K 0.07%
4,025
+502
182
$234K 0.06%
2,170
+284
183
$234K 0.06%
10,408
+1,556
184
$231K 0.06%
4,384
+506
185
$229K 0.06%
4,734
+4,638
186
$229K 0.06%
1,529
+192
187
$227K 0.06%
+3,853
188
$226K 0.06%
+4,153
189
$218K 0.06%
+11,014
190
$216K 0.06%
7,721
+1,154
191
$214K 0.06%
3,474
+450
192
$203K 0.06%
1,126
+163
193
$198K 0.06%
9,737
+1,629
194
$196K 0.05%
3,960
-44
195
$192K 0.05%
13,895
+13,587
196
$192K 0.05%
+4,101
197
$180K 0.05%
1,823
+231
198
$170K 0.05%
3,503
+6
199
$168K 0.05%
2,234
-29
200
$153K 0.04%
7,180
-84
6 7
8
9 10