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IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Est. Return
21.8%
This Fund
S&P 500
This Quarter
Est. Return
+2.38%
1 Year Est. Return
+21.8%
3 Year Est. Return
+32.36%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow
% of AUM
100.72%
Top 10 Holdings %
Top 10 Hldgs %
7.34%
Holding
425
New
425
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Novartis
NVS
|
+$1.96M |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$1.79M |
| 3 |
Sanofi
SNY
|
+$1.78M |
| 4 |
GSK
GSK
|
+$1.74M |
| 5 |
Affiliated Managers Group
AMG
|
+$1.65M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 13.37% |
| 2 | Technology | 12.8% |
| 3 | Financials | 11.97% |
| 4 | Healthcare | 11.66% |
| 5 | Consumer Discretionary | 10.2% |
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Independent Portfolio Consultants's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Independent Portfolio Consultants, which disclosed 425 positions worth $223M. Its ten largest holdings account for 7.3% of the portfolio.
Its largest position is Novartis: 30,184 shares worth $1.91M.
By sector, the portfolio is most concentrated in Industrials at 13% of assets, followed by Technology and Financials.
- Independent Portfolio Consultants's largest Q2 2013 buy was Novartis: 30,184 shares worth $1.91M.
- Independent Portfolio Consultants's ten largest holdings make up 7.3% of its $223M portfolio in Q2 2013.
- Independent Portfolio Consultants disclosed 425 positions in Q2 2013, its first 13F filing on record.
Based on Independent Portfolio Consultants's 13F filing for Q2 2013, filed 12 Jul 2013.