WC
Walthausen & Co Portfolio holdings
AUM
$120M
1-Year Return
2.66%
This Quarter Return
+17.27%
1 Year Return
-2.66%
3 Year Return
+63.09%
5 Year Return
–
10 Year Return
–
AUM
$1.08B
AUM Growth
+$84.4M
(+8.5%)
Cap. Flow
-$65.5M
Cap. Flow
% of AUM
-6.07%
Top 10 Holdings %
Top 10 Hldgs %
18.21%
Holding
128
New
7
Increased
18
Reduced
85
Closed
8
Top Buys
| 1 |
HTLF
Heartland Financial USA, Inc.
HTLF
|
$12.2M |
| 2 |
AMRI
Albany Molecular Research Inc
AMRI
|
$11.4M |
| 3 |
KND
Kindred Healthcare
KND
|
$8.86M |
| 4 |
Wabash National
WNC
|
$8.85M |
| 5 |
VSTO
Vista Outdoor Inc.
VSTO
|
$6.84M |
Top Sells
| 1 |
Hope Bancorp
HOPE
|
$12.2M |
| 2 |
CVG
Convergys
CVG
|
$11.6M |
| 3 |
BGG
Briggs & Stratton Corp.
BGG
|
$8.77M |
| 4 |
LHCG
LHC Group LLC
LHCG
|
$6.95M |
| 5 |
Mueller Water Products
MWA
|
$6.72M |
Sector Composition
| 1 | Financials | 27.06% |
| 2 | Industrials | 21.36% |
| 3 | Consumer Discretionary | 15.34% |
| 4 | Materials | 10.28% |
| 5 | Healthcare | 5.62% |