WRBC

W.R. Berkley Corp Portfolio holdings

AUM $1.55B
1-Year Est. Return 6.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Sector Composition

1 Financials 34.15%
2 Energy 30.29%
3 Technology 11.26%
4 Materials 11.14%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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-869,687
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-650,000
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-227,806
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-24,792
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-387,430
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-163,202
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-173,095
250
-458,750