LWI

Long Wharf Investors Portfolio holdings

AUM $127M
1-Year Est. Return 18.02%
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.84M
2 +$3.71M
3 +$3.6M
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$3.57M
5
ADI icon
Analog Devices
ADI
+$3.54M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.22%
2 Technology 8.17%
3 Industrials 4.72%
4 Energy 2.95%
5 Consumer Staples 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$74K 0.07%
+2,205