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
201
$144K 0.05%
8,108
202
$138K 0.05%
963
203
$133K 0.04%
4,642
204
$131K 0.04%
1,495
205
$129K 0.04%
3,589
206
$124K 0.04%
6,129
+333
207
$120K 0.04%
1,270
208
$120K 0.04%
2,256
209
$117K 0.04%
1,390
210
$115K 0.04%
1,875
211
$108K 0.04%
269
+5
212
$108K 0.04%
2,174
213
$103K 0.03%
12,891
214
$91K 0.03%
1,336
-1,742
215
$88K 0.03%
980
216
$87K 0.03%
513
217
$85K 0.03%
705
218
$84K 0.03%
956
219
$80K 0.03%
3,070
220
$79K 0.03%
508
+408
221
$77K 0.03%
19,511
-465
222
$77K 0.03%
2,134
-3,459
223
$75K 0.03%
1,124
224
$74K 0.02%
5,722
225
$72K 0.02%
202
+40
7 8
9
10 11