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
$601M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,887
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.14M
3
+$3.7M
4
B
Barnes Group Inc.
B
+$3.35M
5
AMZN icon
Amazon
AMZN
+$2.19M

Top Sells

1
+$4.13M
2
+$3.81M
3
+$1.21M
4
MSFT icon
Microsoft
MSFT
+$1.17M
5
PFSI icon
PennyMac Financial
PFSI
+$883K

Sector Composition

1 Technology 14.15%
2 Industrials 13.67%
3 Consumer Discretionary 8.31%
4 Financials 7.15%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$38.5K 0.01%
1,358
-2,283
1427
$38.4K 0.01%
1,725
-1,783
1428
$38.3K 0.01%
506
-46
1429
$38.1K 0.01%
+4,091
1430
$38K 0.01%
+339
1431
$37.8K 0.01%
+6,082
1432
$37.8K 0.01%
+3,802
1433
$37.8K 0.01%
+1,441
1434
$37.7K 0.01%
+3,051
1435
$37.7K 0.01%
+8,991
1436
$37.6K 0.01%
+3,193
1437
$37.6K 0.01%
12,925
-13,468
1438
$37.2K 0.01%
+3,190
1439
$37.1K 0.01%
250
-516
1440
$37K 0.01%
+3,442
1441
$36.8K 0.01%
+2,014
1442
$36.7K 0.01%
396
+102
1443
$36.6K 0.01%
6,527
-14,169
1444
$36.6K 0.01%
+485
1445
$36.5K 0.01%
522
-2,430
1446
$36.4K 0.01%
+5,061
1447
$36.4K 0.01%
283
+5
1448
$36.3K 0.01%
1,854
-1,466
1449
$36.2K 0.01%
330
-17
1450
$36.2K 0.01%
+2,290
56 57
58
59 60