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
$768M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

1 +$8.87M
2 +$1.28M
3 +$653K
4
APC
Anadarko Petroleum
APC
+$619K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$393K

Sector Composition

1 Technology 10.54%
2 Healthcare 7.49%
3 Financials 6.34%
4 Consumer Staples 5.43%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-2,094
302
-2,853
303
-4,130
304
-3,621
305
-278
306
-8,774