NIC

Northwest Investment Counselors Portfolio holdings

AUM $442M
1-Year Est. Return 29.9%
This Quarter Est. Return
1 Year Est. Return
+29.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1 +$717K
2 +$682K
3 +$641K
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$496K
5
TROW icon
T. Rowe Price
TROW
+$443K

Sector Composition

1 Technology 16.49%
2 Industrials 11.66%
3 Consumer Staples 9.72%
4 Financials 8.82%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$1K ﹤0.01%
+18
552
$1K ﹤0.01%
+97
553
$1K ﹤0.01%
+18
554
$1K ﹤0.01%
+27
555
$1K ﹤0.01%
+98
556
$1K ﹤0.01%
+15
557
$0 ﹤0.01%
+10
558
$0 ﹤0.01%
+3
559
$0 ﹤0.01%
+200
560
$0 ﹤0.01%
+4
561
0
562
0
563
-5,573