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
251
$56K 0.02%
+250
252
$55K 0.02%
+1,455
253
$55K 0.02%
+902
254
$55K 0.02%
+1,400
255
$54K 0.02%
+425
256
$54K 0.02%
+1,014
257
$53K 0.02%
+975
258
$53K 0.02%
+700
259
$52K 0.01%
+194
260
$52K 0.01%
+979
261
$51K 0.01%
+725
262
$51K 0.01%
+1,286
263
$51K 0.01%
+1,000
264
$51K 0.01%
+4,025
265
$50K 0.01%
841
-175
266
$50K 0.01%
+750
267
$50K 0.01%
+850
268
$49K 0.01%
+650
269
$49K 0.01%
+3,300
270
$49K 0.01%
+400
271
$48K 0.01%
+486
272
$47K 0.01%
+150
273
$45K 0.01%
+298
274
$45K 0.01%
+758
275
$44K 0.01%
+1,024
9 10
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