Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SIGMA INVESTMENT COUNSELORS INC | 07-25-2024 | 06-30-2024 | 191 | 1,598,165,074 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ROPER TECHNOLOGIES INC | COM | 51 | $7,983,304 | 14,163 | 0.00 | 0.00 | 20 | 0.14 | 06-30-2024 |
UNITEDHEALTH GROUP INC | COM | 52 | $7,710,377 | 15,140 | 0.00 | 0.00 | 12 | 0.08 | 06-30-2024 |
LOWES COS INC | COM | 53 | $7,500,771 | 34,023 | 0.00 | 0.00 | 375 | 1.11 | 06-30-2024 |
DANAHER CORPORATION | COM | 54 | $7,189,841 | 28,777 | 0.00 | 0.00 | 325 | 1.14 | 06-30-2024 |