IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Return
21.8%
This Quarter Return
+2.38%
1 Year Return
+21.8%
3 Year Return
+32.36%
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$223M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
7.34%
Holding
425
New
425
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Novartis
NVS
|
$1.91M |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.74M |
| 3 |
Sanofi
SNY
|
$1.72M |
| 4 |
GSK
GSK
|
$1.72M |
| 5 |
Affiliated Managers Group
AMG
|
$1.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 12.86% |
| 2 | Technology | 12.07% |
| 3 | Healthcare | 11.5% |
| 4 | Financials | 10.82% |
| 5 | Consumer Discretionary | 9.74% |
