ZIC
ZWJ Investment Counsel Portfolio holdings
AUM
$2.69B
This Quarter Return
+2.88%
1 Year Return
+22.91%
3 Year Return
+80.15%
5 Year Return
+155.95%
10 Year Return
+285.13%
AUM
$741M
AUM Growth
–
Cap. Flow
+$741M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.21%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Coca-Cola
KO
|
$50.3M |
| 2 |
Microsoft
MSFT
|
$21.9M |
| 3 |
Chevron
CVX
|
$20.2M |
| 4 |
Cisco
CSCO
|
$18.7M |
| 5 |
Johnson & Johnson
JNJ
|
$18.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 17.88% |
| 2 | Technology | 14.01% |
| 3 | Healthcare | 12.5% |
| 4 | Financials | 11.73% |
| 5 | Energy | 10.56% |
