SOW

State of Wyoming Portfolio holdings

AUM $877M
1-Year Est. Return 28.58%
This Quarter Est. Return
1 Year Est. Return
+28.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$754M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,898
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.46M
3
+$1.82M
4
JBTM
JBT Marel
JBTM
+$1.75M
5
IESC icon
IES Holdings
IESC
+$1.55M

Top Sells

1
+$5.04M
2
+$1.57M
3
+$1.35M
4
ABBV icon
AbbVie
ABBV
+$1.15M
5
RTX icon
RTX Corp
RTX
+$1.07M

Sector Composition

1 Technology 14.89%
2 Industrials 10.93%
3 Financials 8.36%
4 Consumer Discretionary 7.77%
5 Healthcare 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$83.6K 0.01%
449
1277
$83.6K 0.01%
778
-1,239
1278
$82.7K 0.01%
2,357
-219
1279
$82.5K 0.01%
525
1280
$82.4K 0.01%
1,797
-60
1281
$82.4K 0.01%
+9,013
1282
$82K 0.01%
25,242
-21,907
1283
$81.8K 0.01%
4,811
+366
1284
$81.2K 0.01%
2,343
+1,020
1285
$81K 0.01%
+16,662
1286
$81K 0.01%
20,192
-19,580
1287
$80.4K 0.01%
+1,469
1288
$79.6K 0.01%
+506
1289
$79.4K 0.01%
1,267
+97
1290
$78.2K 0.01%
3,180
+265
1291
$77.4K 0.01%
832
-60
1292
$77.3K 0.01%
521
-967
1293
$77.3K 0.01%
12,677
+772
1294
$77.3K 0.01%
1,124
+149
1295
$77K 0.01%
+9,811
1296
$76.9K 0.01%
+5,010
1297
$76.7K 0.01%
11,552
+816
1298
$76.6K 0.01%
8,641
+5,143
1299
$76.1K 0.01%
555
-191
1300
$75.9K 0.01%
243
+234
50 51
52
53 54