CIC
Concord Investment Counsel Portfolio holdings
AUM
$277M
1 Year Est. Return
–
AUM
$277M
AUM Growth
–
Holding
53
Top Buys
| 1 | +$26.2M | |
| 2 | +$25.7M | |
| 3 | +$23.1M | |
| 4 |
Amazon
AMZN
|
+$20.8M |
| 5 |
Microsoft
MSFT
|
+$16.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.56% |
| 2 | Consumer Discretionary | 14.02% |
| 3 | Communication Services | 12.29% |
| 4 | Financials | 7.13% |
| 5 | Healthcare | 5.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$346B
| $204K | 0.07% |
+1,256
|
|
||
52
Rockwell Automation
ROK
$41B
| $199K | 0.07% |
+684
|
|
||
53
Boeing
BA
$155B
| $135K | 0.05% |
+697
|
|