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
$215M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,028
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$835K
3 +$721K
4
EME icon
Emcor
EME
+$271K
5
FISV
Fiserv Inc
FISV
+$267K

Top Sells

1 +$1.33M
2 +$1.09M
3 +$777K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$512K
5
EBAY icon
eBay
EBAY
+$437K

Sector Composition

1 Technology 24.79%
2 Healthcare 14.24%
3 Consumer Discretionary 13.09%
4 Industrials 11.8%
5 Financials 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
-867
2027
-26
2028
-332