WLC

Walnut Level Capital Portfolio holdings

AUM $125M
1-Year Est. Return 8.3%
This Quarter Est. Return
1 Year Est. Return
-8.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$13.9M
3 +$11.3M
4
OEC icon
Orion
OEC
+$8.94M
5
DD icon
DuPont de Nemours
DD
+$8.65M

Top Sells

No sells this quarter

Sector Composition

1 Materials 72.94%
2 Consumer Staples 26.18%
3 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$10.6K 0.01%
+162
27
$9.38K 0.01%
+163
28
0
29
0
30
0