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LRIC
Long Road Investment Counsel Portfolio holdings
AUM
$255M
1-Year Est. Return
12.85%
This Fund
S&P 500
1 Year Est. Return
+12.85%
AUM
$255M
AUM Growth
-$8.95M
(-3.4%)
Holding
81
Top Buys
| 1 | +$797K | |
| 2 | +$759K | |
| 3 | +$729K | |
| 4 |
Automatic Data Processing
ADP
|
+$512K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$377K |
Top Sells
| 1 | +$224K | |
| 2 | +$212K | |
| 3 | +$202K | |
| 4 |
Fidelity National Information Services
FIS
|
+$21.5K |
Sector Composition
| 1 | Consumer Discretionary | 18.25% |
| 2 | Technology | 17.64% |
| 3 | Industrials | 17.31% |
| 4 | Healthcare | 15.57% |
| 5 | Communication Services | 12.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Morgan Stanley
MS
$356B
| $240K | 0.09% |
1,461
|
|
||
77
Intel
INTC
$674B
| $221K | 0.09% |
+5,015
|
|
||
78
Meta Platforms (Facebook)
META
$1.47T
| $203K | 0.08% |
355
|
|
||
79
Paychex
PAYX
$35.2B
| – | – |
-2,000
|
|
||
80
Tesla
TSLA
$1.49T
| – | – |
-450
|
|
||
81
American Express
AXP
$232B
| – | – |
-573
|
|