FWC

First Washington Corp Portfolio holdings

AUM $373M
1-Year Est. Return 29.94%
This Quarter Est. Return
1 Year Est. Return
+29.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$5.58M
3
+$3.96M
4
PCAR icon
PACCAR
PCAR
+$1.96M
5
LEN icon
Lennar Class A
LEN
+$1.6M

Top Sells

1
+$4.46M
2
+$3.79M
3
+$3.07M
4
MTZ icon
MasTec
MTZ
+$996K
5
NRGV icon
Energy Vault
NRGV
+$447K

Sector Composition

1 Industrials 29.38%
2 Technology 19.33%
3 Financials 8.77%
4 Healthcare 8.63%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.13%
5,000
52
$295K 0.1%
650
53
$271K 0.1%
1,519
54
– –
-29,807
55
– –
-465,535
56
– –
-127,905
57
– –
-9,720
58
– –
-24,956
1 2
3