ZIC

ZWJ Investment Counsel Portfolio holdings

AUM $2.83B
1-Year Est. Return 23.09%
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$6.64M
2 +$3.6M
3 +$3.35M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$2.93M
5
HNGR
Hanger Inc.
HNGR
+$2.12M

Top Sells

1 +$4.13M
2 +$2.44M
3 +$1.6M
4
SYY icon
Sysco
SYY
+$1.27M
5
SCOR icon
Comscore
SCOR
+$847K

Sector Composition

1 Consumer Staples 17.06%
2 Technology 15.39%
3 Healthcare 14.68%
4 Financials 11.33%
5 Energy 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$50K 0.01%
10,000
127
$44K 0.01%
170
128
-198,321
129
$0 ﹤0.01%
20,126
130
-16,763