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
$1.22B
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Sells

1 +$21.6M
2 +$2.65M
3 +$2.25M
4
MGNI icon
Magnite
MGNI
+$1.32M
5
HCA icon
HCA Healthcare
HCA
+$1.22M

Sector Composition

1 Technology 10.72%
2 Healthcare 8.06%
3 Financials 6.06%
4 Industrials 4.34%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-84,232
377
-3,642