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
$1.66B
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 11.25%
4 Materials 11.14%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-50,000
277
-884,115
278
0
279
-192,876
280
-183,280
281
-173,095
282
-458,750
283
-153,509
284
-61,300
285
-902,053
286
-159,987