CSIC

Clifford Swan Investment Counsel Portfolio holdings

AUM $3B
1-Year Est. Return 15.42%
This Quarter Est. Return
1 Year Est. Return
+15.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$6.01M
2 +$2.46M
3 +$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.79M
5
QCOM icon
Qualcomm
QCOM
+$1.03M

Sector Composition

1 Technology 22.08%
2 Healthcare 15.32%
3 Industrials 14.63%
4 Consumer Staples 10.09%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-291,656