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SBWIC

Schaper Benz & Wise Investment Counsel Portfolio holdings

AUM $1.31B
1-Year Est. Return 15.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.95M
3
+$1.77M
4
ARM icon
Arm
ARM
+$1.35M
5
AMCR icon
Amcor
AMCR
+$991K

Top Sells

1
+$10.4M
2
+$1.97M
3
+$1.65M
4
AAPL icon
Apple
AAPL
+$1.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M

Sector Composition

1 Technology 30.47%
2 Financials 17.06%
3 Healthcare 15.4%
4 Communication Services 9.57%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$212K 0.02%
2,965
152
$204K 0.02%
+1,410
153
– –
-29,716
154
– –
-14,810
155
– –
-1,515
156
– –
-9,799
157
– –
-692
158
– –
-5,370
159
– –
-3,650
160
– –
-143,947
161
– –
-3,727
3 4 5 6
7