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
$1.24B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$53.1M
3
+$36.9M
4
AMCX icon
AMC Networks
AMCX
+$7.96M
5
DJCO icon
Daily Journal
DJCO
+$3.46M

Top Sells

1
+$31.1M
2
+$16.8M
3
+$15.3M
4
WFC icon
Wells Fargo
WFC
+$4.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.25M

Sector Composition

1 Consumer Discretionary 51.68%
2 Financials 21.31%
3 Technology 13.71%
4 Energy 8.08%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1
Alibaba
BABA
$399B
$343M 27.59%
2,591,858
-235,081
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.06T
$132M 10.62%
247,747
-4,226
WFC icon
3
Wells Fargo
WFC
$267B
$132M 10.61%
1,835,793
-61,934
DJCO icon
4
Daily Journal
DJCO
$568M
$129M 10.42%
325,419
+8,705
XOM icon
5
Exxon Mobil
XOM
$494B
$100M 8.08%
844,424
-128,306
PII icon
6
Polaris
PII
$3.76B
$98.1M 7.89%
2,395,049
+1,505,351
CRI icon
7
Carter's
CRI
$1.12B
$89.6M 7.21%
2,190,482
+1,297,607
FOXF icon
8
Fox Factory Holding Corp
FOXF
$986M
$83.5M 6.72%
3,576,560
+1,579,029
KHC icon
9
Kraft Heinz
KHC
$30.1B
$40.5M 3.26%
1,329,471
-551,891
MSFT icon
10
Microsoft
MSFT
$3.87T
$35.3M 2.84%
93,995
-297
WHR icon
11
Whirlpool
WHR
$4.17B
$28M 2.25%
310,796
+16,688
AMCX icon
12
AMC Networks
AMCX
$322M
$18.7M 1.5%
2,712,921
+1,156,267
WNC icon
13
Wabash National
WNC
$377M
$4.03M 0.32%
364,491
-11,382
IBM icon
14
IBM
IBM
$263B
$2.62M 0.21%
10,555
-1,855
AAPL icon
15
Apple
AAPL
$3.85T
$2.3M 0.19%
10,352
-1,750
RSG icon
16
Republic Services
RSG
$69B
$1.53M 0.12%
6,333
-676
FAF icon
17
First American
FAF
$6.47B
$1.01M 0.08%
15,417
NVDA icon
18
NVIDIA
NVDA
$4.44T
$726K 0.06%
6,699
+382
MCD icon
19
McDonald's
MCD
$219B
$202K 0.02%
648
-101
CVX icon
20
Chevron
CVX
$310B
– –
-2,350
ORCL icon
21
Oracle
ORCL
$798B
– –
-1,407