SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1 +$9.87M
2 +$6.33M
3 +$4.42M
4
MGA icon
Magna International
MGA
+$2.99M
5
BVS icon
Bioventus
BVS
+$2.65M

Top Sells

1 +$18.3M
2 +$5.89M
3 +$2.99M
4
WBD icon
Warner Bros
WBD
+$2.23M
5
K
Kellanova
K
+$2.03M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 14.39%
3 Financials 11.79%
4 Communication Services 10.26%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$7K ﹤0.01%
+250
727
$7K ﹤0.01%
87
728
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729
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730
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+675
731
$7K ﹤0.01%
635
732
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25
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733
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734
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735
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736
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739
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741
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742
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744
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745
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52
746
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747
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748
$6K ﹤0.01%
216
749
$5K ﹤0.01%
+75
750
$5K ﹤0.01%
+50