1WCM
12 West Capital Management Portfolio holdings
AUM
$946M
1-Year Return
80.68%
This Quarter Return
-0.52%
1 Year Return
+80.68%
3 Year Return
+188.2%
5 Year Return
+143.45%
10 Year Return
+616.82%
AUM
$857M
AUM Growth
+$76.7M
(+9.8%)
Cap. Flow
+$85.7M
Cap. Flow
% of AUM
10%
Top 10 Holdings %
Top 10 Hldgs %
77.97%
Holding
26
New
11
Increased
3
Reduced
2
Closed
3
Top Buys
| 1 |
Alnylam Pharmaceuticals
ALNY
|
$50.8M |
| 2 |
Performance Shipping
PSHG
|
$37M |
| 3 |
SALE
RetailMeNot, Inc. Series 1
SALE
|
$31.8M |
| 4 |
Advanced Drainage Systems
WMS
|
$31.7M |
| 5 |
NTRI
NutriSystem, Inc.
NTRI
|
$23.1M |
Top Sells
| 1 |
TripAdvisor
TRIP
|
$93.1M |
| 2 |
IDIX
IDENIX PHARMACEUTICALS INC
IDIX
|
$34.5M |
| 3 |
LBY
Libbey, Inc.
LBY
|
$22.5M |
| 4 |
Corpay
CPAY
|
$19.6M |
| 5 |
Shenandoah Telecom
SHEN
|
$1.51M |
Sector Composition
| 1 | Industrials | 44.36% |
| 2 | Technology | 25.93% |
| 3 | Healthcare | 5.93% |
| 4 | Consumer Discretionary | 5.13% |
| 5 | Energy | 3.17% |