CIC

Crawford Investment Counsel Portfolio holdings

AUM $6.03B
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.27B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$5.91M
2 +$5.88M
3 +$5.42M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$5.4M
5
MDT icon
Medtronic
MDT
+$5.19M

Top Sells

1 +$14.1M
2 +$9.07M
3 +$5.4M
4
CAH icon
Cardinal Health
CAH
+$5.12M
5
NVT icon
nVent Electric
NVT
+$4.9M

Sector Composition

1 Financials 19.87%
2 Technology 16.75%
3 Healthcare 15.28%
4 Industrials 14.01%
5 Consumer Staples 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K ﹤0.01%
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