1WCM
12 West Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+6.14%
1 Year Return
+80.68%
3 Year Return
+188.2%
5 Year Return
+143.45%
10 Year Return
+616.82%
AUM
$630M
AUM Growth
–
Cap. Flow
+$630M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
90.83%
Holding
16
New
16
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Corpay
CPAY
|
$131M |
| 2 |
NTSP
NETSPEND HLDGS INC COM STK
NTSP
|
$94.2M |
| 3 |
UTIW
UTI WORLDWIDE INC
UTIW
|
$82.9M |
| 4 |
TripAdvisor
TRIP
|
$60.9M |
| 5 |
MIC
Macquarie Infrastructure Holdings, LLC
MIC
|
$44.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.84% |
| 2 | Industrials | 16.91% |
| 3 | Consumer Discretionary | 12.86% |
| 4 | Energy | 10.28% |
| 5 | Materials | 5.13% |
