WPW

Waldron Private Wealth Portfolio holdings

AUM $2.29B
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$837K
3 +$499K
4
PCP
PRECISION CASTPARTS CORP
PCP
+$285K
5
HAL icon
Halliburton
HAL
+$273K

Top Sells

1 +$1.9M
2 +$1M
3 +$519K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$386K
5
CPB icon
Campbell Soup
CPB
+$378K

Sector Composition

1 Healthcare 6.71%
2 Financials 5.86%
3 Technology 3.46%
4 Energy 3.17%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,859
127
-4,132
128
-5,203