LWIC
Leith Wheeler Investment Counsel Portfolio holdings
AUM
$1.33B
1-Year Est. Return
16.19%
This Fund
S&P 500
1 Year Est. Return
+16.19%
AUM
$1.48B
AUM Growth
+$71.8M
(+5.1%)
Holding
76
Top Buys
| 1 | +$33.6M | |
| 2 | +$23.9M | |
| 3 | +$23.5M | |
| 4 |
Kyndryl
KD
|
+$21.6M |
| 5 |
Medtronic
MDT
|
+$15.7M |
Top Sells
| 1 | +$36M | |
| 2 | +$24M | |
| 3 | +$18.5M | |
| 4 |
Expedia Group
EXPE
|
+$18.2M |
| 5 |
BorgWarner
BWA
|
+$16.8M |
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
Waste Management
WM
$96.2B
| – | – |
-917
|
|