WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.52B
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.43M
3
+$1.44M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.14M
5
CRM icon
Salesforce
CRM
+$1.03M

Top Sells

1
+$1.31M
2
+$1.29M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.24M
5
WCIC
WCI Communities, Inc.
WCIC
+$1.2M

Sector Composition

1 Healthcare 10.02%
2 Technology 8.16%
3 Industrials 6.89%
4 Consumer Staples 6.64%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75K 0.02%
605
-5,255
227
$74K 0.02%
+1,371
228
$73K 0.02%
+1,668
229
$71K 0.02%
+3,056
230
$68K 0.02%
+770
231
$67K 0.02%
+1,074
232
$67K 0.02%
+684
233
$66K 0.02%
+824
234
$65K 0.02%
+1,678
235
$64K 0.02%
+386
236
$63K 0.02%
+739
237
$62K 0.02%
+555
238
$62K 0.02%
712
-4,960
239
$61K 0.02%
+485
240
$61K 0.02%
+626
241
$61K 0.02%
+500
242
$61K 0.02%
+3,960
243
$60K 0.02%
+791
244
$60K 0.02%
+735
245
$59K 0.02%
+1,300
246
$58K 0.02%
+1,917
247
$58K 0.02%
+2,437
248
$58K 0.02%
+1,170
249
$58K 0.02%
1,070
-19,330
250
$58K 0.02%
+3,555
8 9
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