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
$460M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$11.6M
3 +$8.82M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$8.65M
5
ANSS
Ansys
ANSS
+$8.45M

Top Sells

1 +$19.8M
2 +$11M
3 +$10.9M
4
ETR icon
Entergy
ETR
+$10.8M
5
AMAT icon
Applied Materials
AMAT
+$9.67M

Sector Composition

1 Healthcare 26.77%
2 Consumer Staples 16.59%
3 Technology 10.76%
4 Real Estate 8.83%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-171
202
-126
203
-200
204
-250