SIC
SFE Investment Counsel Portfolio holdings
AUM
$641M
1-Year Est. Return
22.08%
This Fund
S&P 500
1 Year Est. Return
+22.08%
AUM
$641M
AUM Growth
+$15M
(+2.4%)
Holding
153
Top Buys
| 1 | +$3.41M | |
| 2 | +$1.96M | |
| 3 | +$1.96M | |
| 4 |
Kimberly-Clark
KMB
|
+$1.78M |
| 5 |
Blackstone
BX
|
+$1.36M |
Top Sells
| 1 | +$2.85M | |
| 2 | +$2.59M | |
| 3 | +$1.69M | |
| 4 |
AbbVie
ABBV
|
+$1.49M |
| 5 |
First Solar
FSLR
|
+$1.45M |
Sector Composition
| 1 | Technology | 30.13% |
| 2 | Industrials | 13.48% |
| 3 | Healthcare | 9.9% |
| 4 | Financials | 9.23% |
| 5 | Consumer Discretionary | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Sysco
SYY
$36B
| – | – |
-4,941
|
|
||
152
Veeva Systems
VEEV
$27.4B
| – | – |
-728
|
|
||
153
Xcel Energy
XEL
$49.4B
| – | – |
-9,920
|
|