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
$691M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.4M
3
+$19.2M
4
MSFT icon
Microsoft
MSFT
+$17M
5
JNJ icon
Johnson & Johnson
JNJ
+$16.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 14.64%
2 Technology 13.24%
3 Healthcare 10.99%
4 Energy 10.52%
5 Financials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.15%
+68,244
127
$1.02M 0.15%
+18,765
128
$1.01M 0.15%
+23,600
129
$994K 0.14%
+9,000
130
$972K 0.14%
+17,405
131
$945K 0.14%
+17,662
132
$942K 0.14%
+17,292
133
$940K 0.14%
+15,952
134
$939K 0.14%
+14,944
135
$929K 0.13%
+27,074
136
$921K 0.13%
+45,216
137
$905K 0.13%
+3,098
138
$893K 0.13%
+50,000
139
$875K 0.13%
+61,352
140
$859K 0.12%
+12,970
141
$856K 0.12%
+41,500
142
$826K 0.12%
+55,200
143
$819K 0.12%
+4,267
144
$818K 0.12%
+11,416
145
$810K 0.12%
+10,457
146
$786K 0.11%
+30,146
147
$778K 0.11%
+17,020
148
$776K 0.11%
+25,980
149
$774K 0.11%
+58,865
150
$767K 0.11%
+79,770
4 5
6
7 8