WPI
Walter Public Investments Portfolio holdings
AUM
$565M
1-Year Est. Return
13.85%
This Fund
S&P 500
1 Year Est. Return
+13.85%
AUM
$608M
AUM Growth
+$18.1M
(+3.1%)
Holding
51
Top Buys
| 1 | +$27.7M | |
| 2 | +$15.9M | |
| 3 | +$11.1M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$8.98M |
| 5 |
KLA
KLAC
|
+$5.09M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$10.6M | |
| 3 | +$8.83M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$8.37M |
| 5 |
Sysco
SYY
|
+$7.4M |
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
Graco
GGG
$14B
| – | – |
-123,179
|
|