We are live on ! Find out more
WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.62B
1-Year Est. Return 18.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.75M
3
+$1.36M
4
LYB icon
LyondellBasell Industries
LYB
+$1.34M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$1.25M

Top Sells

1
+$1.31M
2
+$1.08M
3
+$593K
4
IOC
Interoil Corporation
IOC
+$537K
5
JAH
JARDEN CORPORATION
JAH
+$514K

Sector Composition

1 Healthcare 10.41%
2 Technology 7.51%
3 Industrials 6.61%
4 Consumer Staples 6.61%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-794
527
– –
-516
528
– –
-1,816
529
– –
-1
530
– –
-2,175
531
– –
-76
532
– –
-561
533
– –
-100
534
– –
-95
535
– –
-500
536
– –
-430
537
– –
-4,025
538
– –
-390
539
– –
-709
540
– –
-2,790
541
– –
-675
542
– –
-88
543
– –
-2
544
– –
-1,200
545
– –
-3
546
– –
-42
547
– –
-508
548
– –
-600
549
– –
-731
550
– –
-4,000
19 20 21
22
23