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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
$2.06B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Sector Composition

1 Financials 45.16%
2 Energy 22.45%
3 Technology 11.6%
4 Industrials 8.07%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-852,143
552
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-100,000
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561
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562
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-14,908
567
-154,485
568
-478,531
569
-106,040
570
-420,121
571
-127,412