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
$1.25B
AUM Growth
-$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$1.41M
3 +$1.07M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$869K
5
PLTR icon
Palantir
PLTR
+$745K

Top Sells

1 +$3.67M
2 +$1.09M
3 +$1.06M
4
AXP icon
American Express
AXP
+$891K
5
AAPL icon
Apple
AAPL
+$799K

Sector Composition

1 Technology 29.2%
2 Financials 17.97%
3 Healthcare 16.25%
4 Communication Services 9.04%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-376
152
-390
153
-3,650