1WCM

12 West Capital Management Portfolio holdings

AUM $964M
1-Year Est. Return 47.77%
This Quarter Est. Return
1 Year Est. Return
+47.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
-$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$20.4M
2 +$16.7M
3 +$16M
4
PCOR icon
Procore
PCOR
+$13M
5
SPOT icon
Spotify
SPOT
+$9.38M

Top Sells

1 +$57.4M
2 +$34.6M
3 +$31.6M
4
AMPL icon
Amplitude
AMPL
+$11.5M
5
ENFN
Enfusion, Inc.
ENFN
+$3.82M

Sector Composition

1 Technology 61.05%
2 Healthcare 16.79%
3 Consumer Discretionary 12.12%
4 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-300,000