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
$5.37B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$55.6M
2 +$30.5M
3 +$25.6M
4
WEC icon
WEC Energy
WEC
+$24.4M
5
LAZ icon
Lazard
LAZ
+$13.9M

Top Sells

1 +$45.4M
2 +$31.2M
3 +$25.6M
4
CAH icon
Cardinal Health
CAH
+$19.5M
5
FLG
Flagstar Financial
FLG
+$18.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 16.6%
3 Technology 15.88%
4 Industrials 12.45%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-525
277
-5,228
278
-2,070
279
-1,640
280
-5,610
281
-600,026
282
-30,451
283
-1,923,862