2L
22NW LP Portfolio holdings
AUM
$159M
This Quarter Return
+0.35%
1 Year Return
+22.55%
3 Year Return
+189.31%
5 Year Return
+436.21%
10 Year Return
–
AUM
$75.6M
AUM Growth
+$75.6M
(-18%)
Cap. Flow
-$9.63M
Cap. Flow
% of AUM
-12.73%
Top 10 Holdings %
Top 10 Hldgs %
72.76%
Holding
30
New
–
Increased
5
Reduced
3
Closed
6
Top Buys
Top Sells
| 1 |
RCM
R1 RCM Inc. Common Stock
RCM
|
$4.51M |
| 2 |
TESS
Tessco Technologies Inc
TESS
|
$3.37M |
| 3 |
PCTI
PCTEL, Inc. Common Stock
PCTI
|
$2.24M |
| 4 |
AIOT
PowerFleet, Inc. Common Stock
AIOT
|
$2.01M |
| 5 |
PKD
Parker Drilling Company
PKD
|
$1.49M |
Sector Composition
| 1 | Consumer Staples | 22.74% |
| 2 | Healthcare | 19.57% |
| 3 | Industrials | 16.79% |
| 4 | Consumer Discretionary | 12.67% |
| 5 | Technology | 10.24% |