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
$1.16B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$33.1M
3
+$27.9M
4
ISRG icon
Intuitive Surgical
ISRG
+$21.4M
5
TRUP icon
Trupanion
TRUP
+$16.2M

Top Sells

1
+$35.3M
2
+$29.6M
3
+$28.8M
4
RGEN icon
Repligen
RGEN
+$17.2M
5
RBLX icon
Roblox
RBLX
+$16.2M

Sector Composition

1 Technology 59.58%
2 Healthcare 13.57%
3 Consumer Discretionary 13.4%
4 Communication Services 11.79%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-50,000
27
– –
-55,000
28
– –
-510,313
29
– –
-77,500
1
2