CIS
Connors Investor Services Portfolio holdings
AUM
$1.13B
1-Year Return
39.3%
This Quarter Return
-3.2%
1 Year Return
+39.3%
3 Year Return
+117.19%
5 Year Return
+196.54%
10 Year Return
+406.16%
AUM
$962M
AUM Growth
-$57.1M
(-5.6%)
Cap. Flow
-$4.84M
Cap. Flow
% of AUM
-0.5%
Top 10 Holdings %
Top 10 Hldgs %
29.37%
Holding
173
New
10
Increased
84
Reduced
32
Closed
12
Top Buys
| 1 |
Expedia Group
EXPE
|
$9.75M |
| 2 |
AGCO
AGCO
|
$9.24M |
| 3 |
Verizon
VZ
|
$6.86M |
| 4 |
UnitedHealth
UNH
|
$6.54M |
| 5 |
McDonald's
MCD
|
$5.83M |
Top Sells
| 1 |
Starbucks
SBUX
|
$13.5M |
| 2 |
JPMorgan Chase
JPM
|
$11.2M |
| 3 |
Texas Instruments
TXN
|
$10M |
| 4 |
Lowe's Companies
LOW
|
$8.87M |
| 5 |
General Motors
GM
|
$8.79M |
Sector Composition
| 1 | Technology | 19.25% |
| 2 | Healthcare | 14.91% |
| 3 | Financials | 12.07% |
| 4 | Industrials | 10.59% |
| 5 | Consumer Staples | 8.63% |
