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
$4.23B
AUM Growth
-$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$32.7M
2 +$15.5M
3 +$12.2M
4
MDT icon
Medtronic
MDT
+$9.95M
5
DTM icon
DT Midstream
DTM
+$8.3M

Top Sells

1 +$31.1M
2 +$18M
3 +$14.9M
4
MCY icon
Mercury Insurance
MCY
+$14.2M
5
CAH icon
Cardinal Health
CAH
+$11.1M

Sector Composition

1 Financials 20.23%
2 Healthcare 17.18%
3 Technology 15.76%
4 Industrials 12.69%
5 Consumer Staples 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,573