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
$1.16B
AUM Growth
-$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$4M
3 +$1.96M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1 +$26.3M
2 +$2.85M
3 +$2.76M
4
SYK icon
Stryker
SYK
+$1.43M
5
BND icon
Vanguard Total Bond Market
BND
+$1.09M

Sector Composition

1 Technology 27.55%
2 Healthcare 17.29%
3 Financials 15.66%
4 Communication Services 8.33%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-919