1IC

1919 Investment Counsel Portfolio holdings

AUM $4.86B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.27B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1 +$189M
2 +$84.6M
3 +$77.8M
4
AXP icon
American Express
AXP
+$66.9M
5
AAPL icon
Apple
AAPL
+$64.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.96%
2 Healthcare 14.36%
3 Financials 11.95%
4 Technology 10.71%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$6K ﹤0.01%
+1,000
902
$6K ﹤0.01%
+125
903
$6K ﹤0.01%
+102
904
$6K ﹤0.01%
+700
905
$6K ﹤0.01%
+900
906
$6K ﹤0.01%
+198
907
$6K ﹤0.01%
+245
908
$6K ﹤0.01%
+171
909
$6K ﹤0.01%
+1,375
910
$5K ﹤0.01%
+300
911
$5K ﹤0.01%
+125
912
$5K ﹤0.01%
+416
913
$5K ﹤0.01%
+300
914
$5K ﹤0.01%
+213
915
$5K ﹤0.01%
+500
916
$5K ﹤0.01%
+138
917
$5K ﹤0.01%
+100
918
$5K ﹤0.01%
+75
919
$5K ﹤0.01%
+114
920
$5K ﹤0.01%
+94
921
$5K ﹤0.01%
+110
922
$5K ﹤0.01%
+50
923
$5K ﹤0.01%
+100
924
$4K ﹤0.01%
+52
925
$4K ﹤0.01%
+300