CIS
Connors Investor Services Portfolio holdings
AUM
$1.17B
1-Year Est. Return
42.61%
1 Year Est. Return
+42.61%
AUM
$1.13B
AUM Growth
+$122M
(+12%)
Holding
172
Top Buys
| 1 | +$15.6M | |
| 2 | +$11.1M | |
| 3 | +$10.7M | |
| 4 |
Duke Energy
DUK
|
+$10.5M |
| 5 |
UnitedHealth
UNH
|
+$5.56M |
Top Sells
| 1 | +$20.8M | |
| 2 | +$13.1M | |
| 3 | +$9.89M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$9.83M |
| 5 |
Target
TGT
|
+$8.47M |
Sector Composition
| 1 | Technology | 29.37% |
| 2 | Financials | 11.27% |
| 3 | Healthcare | 9.55% |
| 4 | Consumer Discretionary | 9.11% |
| 5 | Industrials | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Oracle
ORCL
$531B
| $15.6M | 1.38% |
71,354
-21,525
|
|
||
27
Charles Schwab
SCHW
$169B
| $15.6M | 1.38% |
+170,613
|
|
||
28
Visa
V
$669B
| $15.4M | 1.36% |
43,363
-567
|
|
||
29
TJX Companies
TJX
$174B
| $15.3M | 1.35% |
123,581
-6,029
|
|
||
30
Salesforce
CRM
$239B
| $15.3M | 1.35% |
55,957
+11,523
|
|
||
31
Welltower
WELL
$131B
| $15.2M | 1.34% |
98,629
+929
|
|
||
32
Eli Lilly
LLY
$951B
| $15M | 1.33% |
19,248
-2,387
|
|
||
33
Verizon
VZ
$172B
| $14.9M | 1.32% |
345,123
-6,944
|
|
||
34
Dover
DOV
$27.6B
| $14.9M | 1.32% |
81,363
+16,511
|
|
||
35
AbbVie
ABBV
$402B
| $14.7M | 1.3% |
79,273
-778
|
|
||
36
Williams Companies
WMB
$72.6B
| $14.4M | 1.28% |
229,265
+3,953
|
|
||
37
Broadcom
AVGO
$1.6T
| $14.3M | 1.27% |
51,959
-4,026
|
|
||
38
Stryker
SYK
$136B
| $14.3M | 1.26% |
36,089
-548
|
|
||
39
Coca-Cola
KO
$305B
| $12.6M | 1.12% |
178,153
+4,171
|
|
||
40
Medtronic
MDT
$126B
| $12.6M | 1.11% |
144,419
+666
|
|
||
41
NextEra Energy
NEE
$170B
| $12.3M | 1.09% |
176,862
-1,227
|
|
||
42
Walmart Inc. Common Stock
WMT
$931B
| $11.5M | 1.02% |
117,740
+113,540
|
|
||
|
43
Duke Energy
DUK
$90.8B
| $10.9M | 0.96% |
92,170
+89,001
|
|
||
44
Tapestry
TPR
$25.3B
| $10.7M | 0.94% |
+121,427
|
|
||
45
Chevron
CVX
$300B
| $10.5M | 0.93% |
73,669
-220
|
|
||
46
Vanguard FTSE Emerging Markets ETF
VWO
$104B
| $9.26M | 0.82% |
187,177
+6,174
|
|
||
|
47
UnitedHealth
UNH
$309B
| $8.01M | 0.71% |
25,673
+17,829
|
|
||
48
Roblox
RBLX
$61B
| $7.95M | 0.7% |
75,600
-18,400
|
|
||
49
Prologis
PLD
$121B
| $7.15M | 0.63% |
67,970
-175
|
|
||
50
iShares MSCI EAFE ETF
EFA
$70.4B
| $6.62M | 0.59% |
74,088
+4,965
|
|