RI

RWWM Inc Portfolio holdings

AUM $1.4B
1-Year Est. Return 21.23%
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$17.7M
3
+$11.1M
4
HELE icon
Helen of Troy
HELE
+$8.12M
5
COST icon
Costco
COST
+$3.98M

Top Sells

1
+$76.5M
2
+$16.8M
3
+$16.3M
4
AMCX icon
AMC Networks
AMCX
+$13.3M
5
XOM icon
Exxon Mobil
XOM
+$6.48M

Sector Composition

1 Consumer Discretionary 55.92%
2 Financials 19.65%
3 Technology 15.29%
4 Consumer Staples 4.43%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1
Alibaba
BABA
$378B
$441M 31.48%
2,466,729
-91,123
CRI icon
2
Carter's
CRI
$1.16B
$167M 11.89%
5,900,170
+1,824,379
DJCO icon
3
Daily Journal
DJCO
$635M
$158M 11.26%
338,941
+4,039
WFC icon
4
Wells Fargo
WFC
$282B
$150M 10.73%
1,792,358
-14,769
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.09T
$123M 8.77%
244,256
+273
PII icon
6
Polaris
PII
$3.79B
$63.1M 4.51%
1,085,621
-1,315,856
FOXF icon
7
Fox Factory Holding Corp
FOXF
$692M
$62.4M 4.46%
2,569,434
-689,643
MSFT icon
8
Microsoft
MSFT
$3.59T
$48.1M 3.43%
92,841
-306
XOM icon
9
Exxon Mobil
XOM
$491B
$47M 3.36%
417,082
-57,509
KHC icon
10
Kraft Heinz
KHC
$28.8B
$44.8M 3.2%
1,721,883
+425,292
WHR icon
11
Whirlpool
WHR
$4.27B
$43.7M 3.12%
555,380
+225,513
AMCX icon
12
AMC Networks
AMCX
$392M
$14.1M 1.01%
1,710,961
-1,619,065
HELE icon
13
Helen of Troy
HELE
$477M
$13M 0.93%
515,176
+322,315
WGO icon
14
Winnebago Industries
WGO
$1.07B
$5.83M 0.42%
174,348
-115,296
COST icon
15
Costco
COST
$397B
$3.98M 0.28%
+4,302
IBM icon
16
IBM
IBM
$288B
$2.88M 0.21%
10,205
-116
AAPL icon
17
Apple
AAPL
$4.12T
$2.17M 0.16%
8,528
+545
WNC icon
18
Wabash National
WNC
$378M
$2.02M 0.14%
204,481
-109,806
FAF icon
19
First American
FAF
$6.58B
$1.87M 0.13%
29,057
+13,640
NVDA icon
20
NVIDIA
NVDA
$4.43T
$1.47M 0.1%
7,866
+1,142
RSG icon
21
Republic Services
RSG
$67B
$1.42M 0.1%
6,168
-1
ACN icon
22
Accenture
ACN
$165B
$1.09M 0.08%
+4,422
GILD icon
23
Gilead Sciences
GILD
$150B
$796K 0.06%
+7,169
CVX icon
24
Chevron
CVX
$300B
$419K 0.03%
+2,695
ORCL icon
25
Oracle
ORCL
$620B
$371K 0.03%
1,320
1
2