CSIC

Clifford Swan Investment Counsel Portfolio holdings

AUM $2.83B
1-Year Est. Return 14.22%
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$4.8M
3
+$4.56M
4
EW icon
Edwards Lifesciences
EW
+$3.02M
5
EBAY icon
eBay
EBAY
+$1.79M

Top Sells

1
+$2.43M
2
+$1.66M
3
+$1.6M
4
LH icon
Labcorp
LH
+$1.05M
5
TXN icon
Texas Instruments
TXN
+$966K

Sector Composition

1 Industrials 18.3%
2 Technology 16.71%
3 Healthcare 14.25%
4 Energy 12.91%
5 Consumer Staples 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K ﹤0.01%
16,000
227
$31K ﹤0.01%
28,000
228
– –
-5,066
229
– –
-1,775
230
– –
-17,200
231
– –
-10,150
6 7 8 9
10