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
201
$151K 0.04%
3,562
-27
202
$149K 0.04%
3,936
-1,736
203
$146K 0.04%
890
+405
204
$146K 0.04%
+1,947
205
$143K 0.04%
1,114
+519
206
$140K 0.04%
+591
207
$138K 0.04%
1,390
208
$137K 0.04%
414
+204
209
$135K 0.04%
1,084
-991
210
$134K 0.04%
+1,119
211
$134K 0.04%
705
212
$134K 0.04%
+4,133
213
$127K 0.04%
3,639
-1,003
214
$122K 0.03%
2,148
-26
215
$121K 0.03%
+2,511
216
$118K 0.03%
267
-2
217
$110K 0.03%
1,270
218
$106K 0.03%
1,369
+33
219
$105K 0.03%
+1,422
220
$104K 0.03%
+805
221
$98K 0.03%
19,450
-61
222
$91.9K 0.03%
977
-3
223
$90.3K 0.03%
507
-6
224
$89.1K 0.02%
5,711
-11
225
$87.2K 0.02%
+1,286
7 8
9
10 11