LWIC
Leith Wheeler Investment Counsel Portfolio holdings
AUM
$1.48B
1-Year Est. Return
15.58%
1 Year Est. Return
+15.58%
AUM
$1.41B
AUM Growth
-$33.5M
(-2.3%)
Holding
80
Top Buys
| 1 | +$16.9M | |
| 2 | +$14.8M | |
| 3 | +$10.4M | |
| 4 |
Core & Main
CNM
|
+$10.4M |
| 5 |
Becton Dickinson
BDX
|
+$5.23M |
Top Sells
| 1 | +$23M | |
| 2 | +$19.1M | |
| 3 | +$18.6M | |
| 4 |
Philip Morris
PM
|
+$14.8M |
| 5 |
Merck
MRK
|
+$14.5M |
Sector Composition
| 1 | Healthcare | 13.05% |
| 2 | Technology | 10.15% |
| 3 | Industrials | 10.12% |
| 4 | Communication Services | 8.89% |
| 5 | Financials | 8.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Allstate
ALL
$56.1B
| – | – |
-62,864
|
|
||
77
Aon
AON
$75.3B
| – | – |
-788
|
|
||
78
AutoZone
AZO
$64.2B
| – | – |
-78
|
|
||
79
Costco
COST
$409B
| – | – |
-647
|
|
||
80
Deere & Co
DE
$129B
| – | – |
-529
|
|