CSIC

Clifford Swan Investment Counsel Portfolio holdings

AUM $3.01B
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.66M
3
+$6.01M
4
BA icon
Boeing
BA
+$5.28M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.38M

Top Sells

1
+$5.27M
2
+$4.42M
3
+$2.18M
4
MCK icon
McKesson
MCK
+$1.6M
5
BK icon
Bank of New York Mellon
BK
+$1.59M

Sector Composition

1 Technology 22.14%
2 Healthcare 16.54%
3 Industrials 13.46%
4 Consumer Staples 11.05%
5 Financials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
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