RI

RWWM Inc Portfolio holdings

AUM $1.21B
1-Year Est. Return 18.63%
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$8.4M
3
+$5.47M
4
DJCO icon
Daily Journal
DJCO
+$4M
5
AMCX icon
AMC Networks
AMCX
+$3.87M

Top Sells

1
+$39.9M
2
+$8.24M
3
+$3.86M
4
WFC icon
Wells Fargo
WFC
+$2.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.83M

Sector Composition

1 Consumer Discretionary 52.59%
2 Financials 21.85%
3 Technology 16%
4 Energy 4.22%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1
Alibaba
BABA
$387B
$290M 23.95%
2,557,852
-34,006
WFC icon
2
Wells Fargo
WFC
$267B
$145M 11.96%
1,807,127
-28,666
DJCO icon
3
Daily Journal
DJCO
$568M
$141M 11.68%
334,902
+9,483
CRI icon
4
Carter's
CRI
$1.08B
$123M 10.14%
4,075,791
+1,885,309
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.06T
$119M 9.79%
243,983
-3,764
PII icon
6
Polaris
PII
$3.79B
$97.6M 8.06%
2,401,477
+6,428
FOXF icon
7
Fox Factory Holding Corp
FOXF
$961M
$84.5M 6.98%
3,259,077
-317,483
XOM icon
8
Exxon Mobil
XOM
$481B
$51.1M 4.22%
474,591
-369,833
MSFT icon
9
Microsoft
MSFT
$3.85T
$46.3M 3.83%
93,147
-848
KHC icon
10
Kraft Heinz
KHC
$30.3B
$33.5M 2.76%
1,296,591
-32,880
WHR icon
11
Whirlpool
WHR
$4.06B
$33.4M 2.76%
329,867
+19,071
AMCX icon
12
AMC Networks
AMCX
$312M
$20.9M 1.72%
3,330,026
+617,105
WGO icon
13
Winnebago Industries
WGO
$886M
$8.4M 0.69%
+289,644
HELE icon
14
Helen of Troy
HELE
$446M
$5.47M 0.45%
+192,861
WNC icon
15
Wabash National
WNC
$370M
$3.34M 0.28%
314,287
-50,204
IBM icon
16
IBM
IBM
$263B
$3.04M 0.25%
10,321
-234
AAPL icon
17
Apple
AAPL
$3.9T
$1.64M 0.14%
7,983
-2,369
RSG icon
18
Republic Services
RSG
$68.7B
$1.52M 0.13%
6,169
-164
NVDA icon
19
NVIDIA
NVDA
$4.41T
$1.06M 0.09%
6,724
+25
FAF icon
20
First American
FAF
$6.22B
$946K 0.08%
15,417
PGR icon
21
Progressive
PGR
$129B
$318K 0.03%
+1,191
ORCL icon
22
Oracle
ORCL
$784B
$289K 0.02%
+1,320
MCD icon
23
McDonald's
MCD
$219B
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