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
601
$3K ﹤0.01%
+23
602
$3K ﹤0.01%
+25
603
$3K ﹤0.01%
+90
604
$3K ﹤0.01%
+42
605
$3K ﹤0.01%
+480
606
$3K ﹤0.01%
+37
607
$3K ﹤0.01%
+53
608
$3K ﹤0.01%
+66
609
$3K ﹤0.01%
+18
610
$3K ﹤0.01%
+173
611
$3K ﹤0.01%
+43
612
$3K ﹤0.01%
+63
613
$3K ﹤0.01%
+191
614
$3K ﹤0.01%
+35
615
$3K ﹤0.01%
+50
616
$3K ﹤0.01%
+68
617
$3K ﹤0.01%
+110
618
$3K ﹤0.01%
+29
619
$3K ﹤0.01%
+675
620
$3K ﹤0.01%
+22
621
$3K ﹤0.01%
+30
622
$3K ﹤0.01%
+15
623
$3K ﹤0.01%
+82
624
$3K ﹤0.01%
+112
625
$3K ﹤0.01%
+70
23 24
25
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