CIC

Cutler Investment Counsel Portfolio holdings

AUM $899M
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Sells

1 +$431K
2 +$330K
3 +$103K
4
VZ icon
Verizon
VZ
+$68.8K
5
EMR icon
Emerson Electric
EMR
+$49.6K

Sector Composition

1 Financials 10.42%
2 Technology 9.26%
3 Energy 8.85%
4 Healthcare 8.19%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$478K 0.16%
21,006
-321
52
$427K 0.14%
4,800
53
$355K 0.12%
15,832
54
$345K 0.12%
12,266
55
$340K 0.12%
3,300
56
$321K 0.11%
5,180
57
$294K 0.1%
5,000
58
$248K 0.08%
6,091
59
$201K 0.07%
+5,608
60
-4,325