SBWIC

Schaper Benz & Wise Investment Counsel Portfolio holdings

AUM $1.34B
1-Year Est. Return 18.19%
This Quarter Est. Return
1 Year Est. Return
+18.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$748M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$1.54M
3 +$500K
4
USB icon
US Bancorp
USB
+$272K
5
WFC icon
Wells Fargo
WFC
+$248K

Top Sells

1 +$5.24M
2 +$3.1M
3 +$875K
4
ABBV icon
AbbVie
ABBV
+$419K
5
MMC icon
Marsh & McLennan
MMC
+$236K

Sector Composition

1 Technology 24.01%
2 Healthcare 18.99%
3 Financials 16.09%
4 Communication Services 9.3%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.03%
+7,935
102
-11