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
676
$2K ﹤0.01%
+51
677
$2K ﹤0.01%
+85
678
$2K ﹤0.01%
+116
679
$2K ﹤0.01%
+1,005
680
$2K ﹤0.01%
+167
681
$2K ﹤0.01%
+5
682
$2K ﹤0.01%
+46
683
$2K ﹤0.01%
+144
684
$2K ﹤0.01%
+53
685
$2K ﹤0.01%
+4,198
686
$2K ﹤0.01%
+108
687
$2K ﹤0.01%
+38
688
$1K ﹤0.01%
+11
689
$1K ﹤0.01%
+100
690
$1K ﹤0.01%
+129
691
$1K ﹤0.01%
+28
692
$1K ﹤0.01%
+15
693
$1K ﹤0.01%
+24
694
$1K ﹤0.01%
+19
695
$1K ﹤0.01%
+50
696
$1K ﹤0.01%
+16
697
$1K ﹤0.01%
+50
698
$1K ﹤0.01%
+150
699
$1K ﹤0.01%
+13
700
$1K ﹤0.01%
+10
26 27
28
29 30