RI

RWWM Inc Portfolio holdings

AUM $1.21B
This Quarter Return
-5.96%
1 Year Return
+18.63%
3 Year Return
+41.7%
5 Year Return
+95.09%
10 Year Return
+187.75%
AUM
$751M
AUM Growth
+$751M
Cap. Flow
-$91.1M
Cap. Flow %
-12.13%
Top 10 Hldgs %
99.54%
Holding
14
New
–
Increased
5
Reduced
7
Closed
–

Top Buys

1
DJCO icon
Daily Journal
DJCO
$8.2M
2
WFC icon
Wells Fargo
WFC
$3.84M
3
PKX icon
POSCO
PKX
$2.75M
4
KHC icon
Kraft Heinz
KHC
$401K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
$131K

Top Sells

1
BABA icon
Alibaba
BABA
$104M
2
XOM icon
Exxon Mobil
XOM
$1.07M
3
WNC icon
Wabash National
WNC
$482K
4
MSFT icon
Microsoft
MSFT
$282K
5
IBM icon
IBM
IBM
$184K

Sector Composition

1 Consumer Discretionary 27.53%
2 Financials 24.22%
3 Energy 18.82%
4 Technology 14.31%
5 Consumer Staples 13.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BABA icon
1
Alibaba
BABA
$322B
$206M 27.5%
1,815,621
-917,935
-34% -$104M
XOM icon
2
Exxon Mobil
XOM
$487B
$141M 18.82%
1,649,316
-12,449
-0.7% -$1.07M
KHC icon
3
Kraft Heinz
KHC
$33.1B
$101M 13.45%
2,646,262
+10,513
+0.4% +$401K
WFC icon
4
Wells Fargo
WFC
$263B
$95M 12.65%
2,424,821
+97,924
+4% +$3.84M
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.09T
$86M 11.46%
315,299
+482
+0.2% +$131K
DJCO icon
6
Daily Journal
DJCO
$644M
$73.3M 9.77%
283,496
+31,724
+13% +$8.2M
MSFT icon
7
Microsoft
MSFT
$3.77T
$26M 3.46%
101,252
-1,097
-1% -$282K
IBM icon
8
IBM
IBM
$227B
$7.19M 0.96%
50,946
-1,304
-2% -$184K
WNC icon
9
Wabash National
WNC
$454M
$6.15M 0.82%
452,680
-35,501
-7% -$482K
PKX icon
10
POSCO
PKX
$15.6B
$4.95M 0.66%
111,027
+61,760
+125% +$2.75M
RSG icon
11
Republic Services
RSG
$73B
$1.5M 0.2%
11,443
-16
-0.1% -$2.1K
AAPL icon
12
Apple
AAPL
$3.45T
$908K 0.12%
6,644
– –
FAF icon
13
First American
FAF
$6.72B
$816K 0.11%
15,417
– –
MCD icon
14
McDonald's
MCD
$224B
$234K 0.03%
949
-18
-2% -$4.44K