LWIC
Leith Wheeler Investment Counsel Portfolio holdings
AUM
$1.41B
1-Year Est. Return
12.92%
1 Year Est. Return
+12.92%
AUM
$1.44B
AUM Growth
+$58.4M
(+4.2%)
Holding
81
Top Buys
| 1 | +$31.2M | |
| 2 | +$29M | |
| 3 | +$28.1M | |
| 4 |
International Flavors & Fragrances
IFF
|
+$22M |
| 5 |
Allstate
ALL
|
+$13M |
Top Sells
| 1 | +$12.1M | |
| 2 | +$11.9M | |
| 3 | +$11.9M | |
| 4 |
Lamb Weston
LW
|
+$10.8M |
| 5 |
Expedia Group
EXPE
|
+$6.8M |
Sector Composition
| 1 | Healthcare | 16.15% |
| 2 | Financials | 10.92% |
| 3 | Communication Services | 9.61% |
| 4 | Technology | 9.33% |
| 5 | Industrials | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Lamb Weston
LW
$9.14B
| – | – |
-161,851
|
|
||
77
Cable One
CABO
$917M
| – | – |
-13,294
|
|
||
78
Coca-Cola Europacific Partners
CCEP
$41.5B
| – | – |
-23,687
|
|
||
79
Dollar Tree
DLTR
$20.9B
| – | – |
-158,790
|
|
||
80
Oracle
ORCL
$801B
| – | – |
-71,517
|
|
||
81
UnitedHealth
UNH
$333B
| – | – |
-23,949
|
|