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BWC

Blue Whale Capital Portfolio holdings

AUM $2.1B
1-Year Est. Return 97.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+97.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$64.7M
3
+$59.3M
4
WM icon
Waste Management
WM
+$46.8M
5
NVDA icon
NVIDIA
NVDA
+$46.2M

Top Sells

1
+$98.2M
2
+$91.9M
3
+$49.6M
4
ARES icon
Ares Management
ARES
+$31.6M
5
NEM icon
Newmont
NEM
+$31.5M

Sector Composition

1 Technology 63.36%
2 Industrials 13.98%
3 Healthcare 7.51%
4 Financials 5.92%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
26
Philip Morris
PM
$287B
$3.01M 0.14%
18,201
-285,196
COF icon
27
Capital One
COF
$125B
– –
-108,568
RBLX icon
28
Roblox
RBLX
$35.3B
– –
-213,462
MRP
29
Millrose Properties Inc
MRP
$4.83B
– –
-834,287
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