WRBC

W.R. Berkley Corp Portfolio holdings

AUM $1.61B
1-Year Est. Return 6.2%
This Quarter Est. Return
1 Year Est. Return
+6.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$20.9M
3
+$20.7M
4
AMD icon
Advanced Micro Devices
AMD
+$12.3M
5
RRAC
Rigel Resource Acquisition Corp.
RRAC
+$10.6M

Top Sells

1
+$46.4M
2
+$17.5M
3
+$16.2M
4
BWC
Blue Whale Acquisition Corp I Class A Ordinary Shares
BWC
+$15.6M
5
ZLS
Zalatoris II Acquisition Corp Class A Ordinary Shares
ZLS
+$11.4M

Sector Composition

1 Financials 33.65%
2 Energy 32.55%
3 Technology 13.76%
4 Materials 8.95%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
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