1WCM

12 West Capital Management Portfolio holdings

AUM $840M
1-Year Est. Return 21.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.45%
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 +$21.3M
2 +$20.8M
3 +$16M
4
PCOR icon
Procore
PCOR
+$14.1M
5
AFRM icon
Affirm
AFRM
+$12.2M

Top Sells

1 +$65.8M
2 +$34.6M
3 +$31.6M
4
AMPL icon
Amplitude
AMPL
+$11.5M
5
ENFN
Enfusion, Inc.
ENFN
+$3.82M

Sector Composition

1 Technology 60.36%
2 Healthcare 16.79%
3 Consumer Discretionary 12.12%
4 Communication Services 7.74%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-300,000