WAM
Walker Asset Management Portfolio holdings
AUM
$173M
This Quarter Return
+8.17%
1 Year Return
+20.52%
3 Year Return
+52.51%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+23%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
12.85%
Top 10 Holdings %
Top 10 Hldgs %
55.68%
Holding
134
New
43
Increased
45
Reduced
18
Closed
1
Top Buys
| 1 |
Jack Henry & Associates
JKHY
|
$951K |
| 2 |
Duke Energy
DUK
|
$468K |
| 3 |
Enterprise Products Partners
EPD
|
$449K |
| 4 |
Eli Lilly
LLY
|
$445K |
| 5 |
Microsoft
MSFT
|
$441K |
Top Sells
Sector Composition
| 1 | Technology | 39.55% |
| 2 | Consumer Discretionary | 10.96% |
| 3 | Consumer Staples | 9.17% |
| 4 | Energy | 4.11% |
| 5 | Industrials | 3.13% |
