WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$2.67M
2 +$1.76M
3 +$1.34M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$1.25M
5
LYB icon
LyondellBasell Industries
LYB
+$1.21M

Top Sells

1 +$1.31M
2 +$1.08M
3 +$668K
4
AIG icon
American International
AIG
+$571K
5
JAH
JARDEN CORPORATION
JAH
+$514K

Sector Composition

1 Healthcare 10.41%
2 Technology 7.51%
3 Industrials 6.61%
4 Consumer Staples 6.61%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,912
252
-794
253
-516
254
-1,816
255
-1
256
-2,175
257
-76
258
-561
259
-100
260
-346
261
-1,800
262
-3,550
263
-1,425
264
-1
265
-155
266
-300
267
-21
268
-2,241
269
-290
270
-265
271
-1,600
272
-200
273
-492
274
-400
275
-707