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
301
$33K 0.01%
+1,200
302
$33K 0.01%
+500
303
$32K 0.01%
+1,968
304
$32K 0.01%
+516
305
$32K 0.01%
+2,100
306
$32K 0.01%
+600
307
$32K 0.01%
+850
308
$31K 0.01%
+321
309
$31K 0.01%
+561
310
$31K 0.01%
+1,135
311
$30K 0.01%
+636
312
$30K 0.01%
+2,000
313
$30K 0.01%
+328
314
$29K 0.01%
+338
315
$29K 0.01%
+1,148
316
$29K 0.01%
+1,600
317
$29K 0.01%
+400
318
$28K 0.01%
+319
319
$28K 0.01%
+560
320
$28K 0.01%
+343
321
$28K 0.01%
+400
322
$28K 0.01%
+389
323
$27K 0.01%
+218
324
$27K 0.01%
+708
325
$27K 0.01%
+225
11 12
13
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