CIC

Crawford Investment Counsel Portfolio holdings

AUM $5.73B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$33.3M
2 +$32.1M
3 +$19.4M
4
BCE icon
BCE
BCE
+$15.1M
5
RTX icon
RTX Corp
RTX
+$10.7M

Top Sells

1 +$29.9M
2 +$13M
3 +$11.6M
4
WTW icon
Willis Towers Watson
WTW
+$11.4M
5
MSFT icon
Microsoft
MSFT
+$10.4M

Sector Composition

1 Financials 18.62%
2 Technology 17.98%
3 Healthcare 17.02%
4 Industrials 14.78%
5 Consumer Staples 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-119,660