Portfolio (Quarterly)
Guide ↗
Leith Wheeler Investment Counsel Ltd.
· CIK 0001353651| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HUM | HUMANA INC | Healthcare | 41,485 | $10.8M | 0.73% | SOLD |
| 2 | ALL | ALLSTATE CORP | Financial Services | 46,949 | $10.1M | 0.68% | SOLD |
| 3 | VOO | VANGUARD INDEX FDS | — | 14,637 | $9.0M | 0.61% | SOLD |
| 4 | BAH | BOOZ ALLEN HAMILTON HOLDINGS | Industrials | 58,997 | $5.9M | 0.40% | SOLD |
| 5 | ASGN | ASGN INC | Technology | 45,520 | $2.2M | 0.15% | SOLD |
| 6 | SNN | SMITH and NEPHEW PLC | Healthcare | 30,686 | $1.1M | 0.07% | SOLD |
| 7 | KMX | CARMAX INC | Consumer Cyclical | 23,849 | $1.1M | 0.07% | SOLD |
Sector Allocation
Healthcare
18.6%
Technology
18.3%
Financial Services
16.0%
Industrials
14.7%
Communication Services
14.1%
Consumer Cyclical
9.0%
Basic Materials
3.1%
Utilities
2.3%
Consumer Defensive
2.0%
Real Estate
1.2%