CIA

Covington Investment Advisors Portfolio holdings

AUM $700M
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$2.31M
3 +$1.44M
4
CVX icon
Chevron
CVX
+$1.39M
5
TMO icon
Thermo Fisher Scientific
TMO
+$990K

Top Sells

1 +$3.15M
2 +$696K
3 +$312K
4
AAPL icon
Apple
AAPL
+$286K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$140K

Sector Composition

1 Technology 22.19%
2 Healthcare 13.35%
3 Financials 12.14%
4 Industrials 8.67%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$211K 0.04%
+4,741
77
-52,519