WIC

Whitegate Investment Counselors Portfolio holdings

AUM $304M
1-Year Est. Return 11.03%
This Quarter Est. Return
1 Year Est. Return
+11.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.44%
2 Healthcare 9.15%
3 Technology 8.2%
4 Industrials 5.91%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,551
177
-4,589
178
-15,008