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
$735M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$828K
2 +$587K
3 +$421K
4
UNP icon
Union Pacific
UNP
+$249K
5
CAT icon
Caterpillar
CAT
+$222K

Sector Composition

1 Industrials 10.66%
2 Financials 9.37%
3 Technology 8.33%
4 Consumer Staples 7.27%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$206K 0.03%
+409
127
$205K 0.03%
5,840
128
$124K 0.02%
10,745
129
-5,370
130
-3,764
131
-1,011