CIC

Chase Investment Counsel Portfolio holdings

AUM $313M
1-Year Est. Return 47.52%
This Quarter Est. Return
1 Year Est. Return
+47.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$2.69M
3 +$2.37M
4
DECK icon
Deckers Outdoor
DECK
+$2.26M
5
NVDA icon
NVIDIA
NVDA
+$2.04M

Top Sells

1 +$4.17M
2 +$2.61M
3 +$2.46M
4
MSFT icon
Microsoft
MSFT
+$1.79M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.72M

Sector Composition

1 Technology 18.83%
2 Industrials 17.9%
3 Energy 13.87%
4 Consumer Discretionary 13.22%
5 Financials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,673