Clifford Swan Investment Counsel LLC
CIK Number: 0001034642
2.82B
Market Value
301
# of Holdings
33 months
Avg. Holding Period
76.32%
Win Rate
21.12%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 244.83 | +0.60% | 703.67K | -2.39% | 163.96M | 91.74 | 5.81% | |
| 2 | Microsoft Corp | 427.39 | +0.95% | 307.18K | -0.89% | 132.18M | 38.08 | 4.69% | |
| 3 | United Parcel S... | 124.24 | +0.36% | 868.34K | +0.50% | 118.39M | 120.29 | 4.20% | |
| 4 | Costco Whsl Cor... | 921.78 | +0.57% | 109.88K | -3.11% | 97.41M | 101.74 | 3.45% | |
| 5 | Berkshire Hatha... | 451.38 | -0.48% | 178.85K | -3.91% | 82.32M | 93.46 | 2.92% |
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