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SIGMA INVESTMENT COUNSELORS INC

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NORTHVILLE MI Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Sigma Investment Counselors is based out of Northville. Sigma Investment Counselors is a large advisory firm with 766 clients and discretionary assets under management (AUM) of $1,698,618,088 (Form ADV from 2024-01-30). Their last reported 13F filing for Q4 2023 included $1,416,847,909 in managed 13F securities and a top 10 holdings concentration of 52.11%. Sigma Investment Counselors's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 636,783. Whalewisdom has at least 98 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $1.42b, Prior: $1.32b
New Purchases 9 stocks
Added To 68 stocks
Sold out of 7 stocks
Reduced holdings in 89 stocks
Top 10 Holdings % 52.11%
Turnover %[1] 8.21%
Turnover Alt %[2] 2.1%
Time Held Top 20 26.4 quarters
Time Held Top 10 31.8 quarters
Time Held All 30.79 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance