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
201
$116K 0.03%
+4,000
202
$116K 0.03%
+2,027
203
$114K 0.03%
+1,675
204
$112K 0.03%
+3,550
205
$110K 0.03%
+3,304
206
$108K 0.03%
+1,650
207
$107K 0.03%
+1,977
208
$106K 0.03%
+1,000
209
$104K 0.03%
+2,263
210
$103K 0.03%
972
211
$100K 0.03%
+2,000
212
$92K 0.03%
1,834
-2,329
213
$92K 0.03%
+1,592
214
$91K 0.03%
+2,500
215
$90K 0.03%
+1,155
216
$88K 0.03%
+8,000
217
$87K 0.03%
+800
218
$86K 0.02%
+1,044
219
$83K 0.02%
+1,989
220
$82K 0.02%
+798
221
$80K 0.02%
+1,566
222
$79K 0.02%
+3,800
223
$79K 0.02%
4,773
224
$78K 0.02%
+750
225
$77K 0.02%
+2,241
7 8
9
10 11