LWIC
Leith Wheeler Investment Counsel Portfolio holdings
AUM
$1.48B
1-Year Est. Return
15.58%
1 Year Est. Return
+15.58%
AUM
$1.48B
AUM Growth
+$71.8M
(+5.1%)
Holding
76
Top Buys
| 1 | +$38.3M | |
| 2 | +$27.2M | |
| 3 | +$24.9M | |
| 4 |
Kyndryl
KD
|
+$18.9M |
| 5 |
Oracle
ORCL
|
+$16.2M |
Top Sells
| 1 | +$36M | |
| 2 | +$24.9M | |
| 3 | +$18.5M | |
| 4 |
Global Payments
GPN
|
+$18.2M |
| 5 |
Expedia Group
EXPE
|
+$18.2M |
Sector Composition
| 1 | Healthcare | 15.03% |
| 2 | Technology | 12.23% |
| 3 | Communication Services | 10.11% |
| 4 | Industrials | 8.82% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Merck
MRK
$249B
| – | – |
-3,236
|
|