WRBC
W.R. Berkley Corp Portfolio holdings
AUM $1.37B
This Quarter Return
-2.66%
1 Year Return
+5.9%
3 Year Return
+25.75%
5 Year Return
+74.7%
10 Year Return
+363.86%
AUM
$1.37B
AUM Growth
-$398M (-23%)
Cap. Flow
-$374M
Cap. Flow % of AUM
-27.31%
Top 10 Holdings %Top 10 Hldgs %
59.93%
Holding
193
New
54
Increased
26
Reduced
19
Closed
47
Top Buys
| 1 | $89.6M | |
| 2 | $21.5M | |
| 3 | $19.3M | |
| 4 | $14.6M | |
| 5 | $12.3M |
Top Sells
| 1 | $86.9M | |
| 2 | $74.8M | |
| 3 | $69.6M | |
| 4 | $69M | |
| 5 | $41.5M |
Sector Composition
| 1 | Energy | 35.09% |
| 2 | Financials | 28.19% |
| 3 | Consumer Discretionary | 14.64% |
| 4 | Technology | 10.88% |
| 5 | Communication Services | 3.82% |