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
376
$19K 0.01%
+228
377
$18K 0.01%
+476
378
$18K 0.01%
+1,191
379
$18K 0.01%
+1,597
380
$18K 0.01%
+600
381
$18K 0.01%
+430
382
$17K ﹤0.01%
+234
383
$17K ﹤0.01%
+1,064
384
$17K ﹤0.01%
+260
385
$17K ﹤0.01%
+334
386
$17K ﹤0.01%
+678
387
$17K ﹤0.01%
+500
388
$17K ﹤0.01%
+80
389
$17K ﹤0.01%
+275
390
$17K ﹤0.01%
+250
391
$17K ﹤0.01%
+95
392
$17K ﹤0.01%
+346
393
$17K ﹤0.01%
+300
394
$17K ﹤0.01%
+800
395
$17K ﹤0.01%
+465
396
$16K ﹤0.01%
+250
397
$16K ﹤0.01%
+201
398
$16K ﹤0.01%
+540
399
$16K ﹤0.01%
+308
400
$16K ﹤0.01%
+141
14 15
16
17 18