WPI
Walter Public Investments Portfolio holdings
AUM
$608M
1-Year Est. Return
10.99%
1 Year Est. Return
+10.99%
AUM
$608M
AUM Growth
+$18.1M
(+3.1%)
Holding
51
Top Buys
| 1 | +$31.6M | |
| 2 | +$15.4M | |
| 3 | +$11.8M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$8.86M |
| 5 |
KLA
KLAC
|
+$5.89M |
Sector Composition
| 1 | Technology | 34.38% |
| 2 | Financials | 18.44% |
| 3 | Industrials | 13.3% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 10.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mettler-Toledo International
MTD
$29.3B
| – | – |
-2,254
|
|