BWC
Blue Whale Capital Portfolio holdings
AUM
$1.95B
1-Year Est. Return
55.5%
This Fund
S&P 500
1 Year Est. Return
+55.5%
AUM
$1.95B
AUM Growth
+$141M
(+7.8%)
Holding
27
Top Buys
| 1 | +$95.2M | |
| 2 | +$56.5M | |
| 3 | +$55.3M | |
| 4 |
Vertiv
VRT
|
+$35.9M |
| 5 |
Lumentum
LITE
|
+$35.8M |
Top Sells
| 1 | +$90.1M | |
| 2 | +$47.2M | |
| 3 | +$44.9M | |
| 4 |
Lam Research
LRCX
|
+$43.2M |
| 5 |
Visa
V
|
+$32.8M |
Sector Composition
| 1 | Technology | 48.53% |
| 2 | Financials | 11.54% |
| 3 | Industrials | 9.18% |
| 4 | Consumer Discretionary | 8.72% |
| 5 | Healthcare | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$261B
| – | – |
-31,111
|
|
||
|
27
Visa
V
$593B
| – | – |
-96,095
|
|