Zwj Investment Counsel Inc has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.14 Billion distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $83.8M, Coca Cola CO with a value of $82.2M, Alphabet Inc. with a value of $73.3M, Broadcom Inc. with a value of $68.5M, and Oracle Corp with a value of $66.8M.
Examining the 13F form we can see an increase of $237M in the current position value, from $1.9B to 2.14B.
Below you can find more details about Zwj Investment Counsel Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.14 Billion
Technology: $541 Million
Healthcare: $300 Million
Financial Services: $271 Million
Consumer Defensive: $266 Million
Industrials: $224 Million
Communication Services: $154 Million
Energy: $94 Million
Consumer Cyclical: $90.7 Million
Other: $193 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions