WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
501
$8K ﹤0.01%
+60
502
$8K ﹤0.01%
+214
503
$8K ﹤0.01%
+134
504
$8K ﹤0.01%
+150
505
$8K ﹤0.01%
+226
506
$7K ﹤0.01%
+642
507
$7K ﹤0.01%
+252
508
$7K ﹤0.01%
+600
509
$7K ﹤0.01%
+31
510
$7K ﹤0.01%
+429
511
$7K ﹤0.01%
+100
512
$7K ﹤0.01%
+31
513
$7K ﹤0.01%
+194
514
$7K ﹤0.01%
+237
515
$7K ﹤0.01%
+101
516
$7K ﹤0.01%
+250
517
$7K ﹤0.01%
+962
518
$7K ﹤0.01%
+345
519
$7K ﹤0.01%
+430
520
$7K ﹤0.01%
+155
521
$7K ﹤0.01%
+225
522
$7K ﹤0.01%
+200
523
$7K ﹤0.01%
+190
524
$7K ﹤0.01%
+129
525
$7K ﹤0.01%
+277
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