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WRBC

W.R. Berkley Corp Portfolio holdings

AUM $1.86B
1-Year Est. Return 14.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$60.8M
3
+$41.8M
4
CINF icon
Cincinnati Financial
CINF
+$21.9M
5
BREZ
Breeze Holdings Acquisition Corp. Common Stock
BREZ
+$7.33M

Top Sells

1
+$294M
2
+$18.3M
3
+$9.76M
4
ASLE icon
AerSale
ASLE
+$9.39M
5
CLVR
Clever Leaves Holdings Inc. Common Shares
CLVR
+$9.39M

Sector Composition

1 Financials 30.65%
2 Energy 26.33%
3 Consumer Staples 8.01%
4 Consumer Discretionary 5.06%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
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