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
1451
$51.2K 0.01%
676
-1,251
1452
$51.1K 0.01%
+2,735
1453
$50.7K 0.01%
427
+356
1454
$50.4K 0.01%
+6,183
1455
$50.4K 0.01%
+5,327
1456
$50.4K 0.01%
3,120
-12,236
1457
$50.3K 0.01%
+914
1458
$50.2K 0.01%
1,436
-5,874
1459
$50.1K 0.01%
+160
1460
$50K 0.01%
1,337
-1,817
1461
$49.9K 0.01%
1,126
-909
1462
$49.9K 0.01%
1,429
-2,453
1463
$49.7K 0.01%
1,180
+50
1464
$49.5K 0.01%
3,032
-17,894
1465
$49.3K 0.01%
+878
1466
$49.2K 0.01%
1,410
+353
1467
$49.2K 0.01%
+2,665
1468
$49.1K 0.01%
2,439
-1,401
1469
$49K 0.01%
+7,835
1470
$49K 0.01%
1,707
-4,438
1471
$48.8K 0.01%
381
+317
1472
$48.8K 0.01%
+1,867
1473
$48.8K 0.01%
743
+137
1474
$48.7K 0.01%
+17,345
1475
$48.6K 0.01%
+1,546
57 58
59
60 61