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
326
$27K 0.01%
+580
327
$26K 0.01%
375
-6,808
328
$26K 0.01%
+400
329
$26K 0.01%
+480
330
$26K 0.01%
+356
331
$25K 0.01%
+524
332
$25K 0.01%
+1,500
333
$25K 0.01%
+1,869
334
$25K 0.01%
+500
335
$24K 0.01%
+225
336
$24K 0.01%
+368
337
$24K 0.01%
+369
338
$24K 0.01%
+300
339
$24K 0.01%
+908
340
$24K 0.01%
+400
341
$24K 0.01%
+567
342
$24K 0.01%
+336
343
$23K 0.01%
+223
344
$23K 0.01%
+425
345
$23K 0.01%
+237
346
$23K 0.01%
+1,200
347
$23K 0.01%
+600
348
$23K 0.01%
+1,600
349
$23K 0.01%
+790
350
$23K 0.01%
+425
12 13
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