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
$370M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 8.86%
2 Technology 8.38%
3 Healthcare 7.89%
4 Industrials 7.39%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,168
77
-3,159
78
-3,573
79
-9,878