ZIC

ZWJ Investment Counsel Portfolio holdings

AUM $2.77B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$18.4M
3 +$14.2M
4
IFF icon
International Flavors & Fragrances
IFF
+$4.98M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.38M

Top Sells

1 +$14.5M
2 +$5.66M
3 +$3.38M
4
ES icon
Eversource Energy
ES
+$3.26M
5
NVDA icon
NVIDIA
NVDA
+$3.2M

Sector Composition

1 Technology 25.95%
2 Healthcare 13.8%
3 Financials 13.46%
4 Consumer Staples 11.1%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,599