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ZWJ INVESTMENT COUNSEL INC 13F portfolio summary

ZWJ INVESTMENT COUNSEL INC of ZWJ INVESTMENT COUNSEL INC has 239 current stock holdings with a reported portfolio value of $2.77B. The portfolio 1 year return is +15.90%. Top holdings include QQQ (0.00%), SPY (0.00%), BBD (0.00%), GOOG (4.15%), KO (3.58%).

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ZWJ INVESTMENT COUNSEL INC

ZWJ INVESTMENT COUNSEL INC
Latest filing: 2026-03-31

ZWJ INVESTMENT COUNSEL INC runs ZWJ INVESTMENT COUNSEL INC and currently holds 239 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $2.77B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ZWJ INVESTMENT COUNSEL INC ranks #731 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ZWJ INVESTMENT COUNSEL INC's portfolio at ZWJ INVESTMENT COUNSEL INC has delivered returns of +15.90%. Their 3-year annualized return is +55.05%. Looking at the 5-year horizon, ZWJ INVESTMENT COUNSEL INC has achieved +66.36% annualized returns at ZWJ INVESTMENT COUNSEL INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.90%
#836/1000
3 Year
+55.05%
#749/1000
5 Year
+66.36%
#579/1000

Portfolio Value

$2.77B

Alpha Score

46.1

#731 of 1000

Holdings

239

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ZWJ INVESTMENT COUNSEL INC 13F Portfolio | ZWJ INVESTMENT COUNSEL INC Holdings | Insider Edges