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
$1.1B
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$30.3M
3
+$18.4M
4
EPAM icon
EPAM Systems
EPAM
+$18M
5
MRVI icon
Maravai LifeSciences
MRVI
+$13.9M

Top Sells

1
+$80M
2
+$55.9M
3
+$49.8M
4
SMAR
Smartsheet Inc.
SMAR
+$43.6M
5
DDOG icon
Datadog
DDOG
+$22.9M

Sector Composition

1 Technology 36.59%
2 Consumer Discretionary 27.07%
3 Healthcare 19.86%
4 Consumer Staples 9.5%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-300,000
27
– –
-912,283
1
2