Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SIGMA INVESTMENT COUNSELORS INC | 04-25-2024 | 03-31-2024 | 194 | 1,552,629,451 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ROPER TECHNOLOGIES INC | COM | 51 | $7,932,122 | 14,143 | 0.00 | 0.00 | -81 | -0.57 | 03-31-2024 |
INTUITIVE SURGICAL INC | COM NEW | 52 | $7,565,949 | 18,958 | 0.00 | 0.00 | 741 | 4.07 | 03-31-2024 |
UNITEDHEALTH GROUP INC | COM | 53 | $7,483,929 | 15,128 | 0.00 | 0.00 | -483 | -3.09 | 03-31-2024 |
ABBVIE INC | COM | 54 | $7,127,138 | 39,139 | 0.00 | 0.00 | -5,669 | -12.65 | 03-31-2024 |