CC

Courier Capital Portfolio holdings

AUM $1.75B
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.25M
3
+$2.25M
4
MSFT icon
Microsoft
MSFT
+$2.08M
5
ABBV icon
AbbVie
ABBV
+$1.43M

Top Sells

1
+$1.08M
2
+$1.04M
3
+$482K
4
NMI icon
Nuveen Municipal Income
NMI
+$346K
5
CSCO icon
Cisco
CSCO
+$321K

Sector Composition

1 Technology 8.89%
2 Consumer Staples 6.91%
3 Healthcare 6.71%
4 Industrials 6.2%
5 Energy 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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