WIC
Willis Investment Counsel Portfolio holdings
AUM
$1.83B
1-Year Est. Return
5.01%
1 Year Est. Return
+5.01%
AUM
$1.83B
AUM Growth
+$120M
(+7%)
Holding
130
Top Buys
| 1 | +$11.5M | |
| 2 | +$11.2M | |
| 3 | +$11M | |
| 4 |
Eli Lilly
LLY
|
+$7.87M |
| 5 |
Sherwin-Williams
SHW
|
+$7.77M |
Top Sells
| 1 | +$10.6M | |
| 2 | +$7.19M | |
| 3 | +$7.18M | |
| 4 |
Shell
SHEL
|
+$6.35M |
| 5 |
Murphy Oil
MUR
|
+$5.39M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Healthcare | 16.89% |
| 3 | Industrials | 15.2% |
| 4 | Consumer Staples | 11.23% |
| 5 | Consumer Discretionary | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Murphy Oil
MUR
$4.49B
| – | – |
-239,336
|
|
||
127
TotalEnergies
TTE
$141B
| – | – |
-117,137
|
|