1WCM
12 West Capital Management Portfolio holdings
AUM
$946M
This Quarter Return
+2.4%
1 Year Return
+80.68%
3 Year Return
+188.2%
5 Year Return
+143.45%
10 Year Return
+616.82%
AUM
$876M
AUM Growth
+$876M
(-2.6%)
Cap. Flow
-$23.6M
Cap. Flow
% of AUM
-2.69%
Top 10 Holdings %
Top 10 Hldgs %
92.38%
Holding
21
New
4
Increased
3
Reduced
1
Closed
3
Top Buys
| 1 |
AT
Atlantic Power Corporation
AT
|
$18.6M |
| 2 |
RELY
Real Industry, Inc.
RELY
|
$15.6M |
| 3 |
FRSH
Papa Murphy's Holdings, Inc
FRSH
|
$10.4M |
| 4 |
Atara Biotherapeutics
ATRA
|
$8.2M |
| 5 |
ANW
Aegean Marine Petroleum Network
ANW
|
$4.73M |
Top Sells
| 1 |
Allegion
ALLE
|
$30.1M |
| 2 |
Casella Waste Systems
CWST
|
$20.3M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$17.3M |
| 4 |
United Parks & Resorts
PRKS
|
$14.6M |
Sector Composition
| 1 | Industrials | 47.27% |
| 2 | Technology | 26.25% |
| 3 | Healthcare | 9.85% |
| 4 | Energy | 5.89% |
| 5 | Consumer Discretionary | 1.18% |
