SIC

Salem Investment Counselors Portfolio holdings

AUM $3.49B
1-Year Est. Return 27.91%
This Quarter Est. Return
1 Year Est. Return
+27.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.1B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$2.63M
3 +$2.53M
4
XOM icon
Exxon Mobil
XOM
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.05M

Top Sells

1 +$11.7M
2 +$3.42M
3 +$2.32M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.29M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 24.54%
3 Healthcare 9.58%
4 Financials 9.34%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
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1,185
-12
377
$173K 0.01%
671
+558
378
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17,354
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$171K 0.01%
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380
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382
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383
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385
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$153K ﹤0.01%
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$151K ﹤0.01%
47,000
391
$151K ﹤0.01%
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392
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393
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$145K ﹤0.01%
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$144K ﹤0.01%
790
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$143K ﹤0.01%
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$142K ﹤0.01%
911
-50