WC

Walthausen & Co Portfolio holdings

AUM $120M
1-Year Est. Return 2.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$13.2M
3 +$10.9M
4
SCS
Steelcase
SCS
+$8.21M
5
SRI icon
Stoneridge
SRI
+$7.98M

Top Sells

1 +$18.7M
2 +$13.5M
3 +$13.3M
4
HZN
Horizon Global Corporation
HZN
+$11.5M
5
WGO icon
Winnebago Industries
WGO
+$8.57M

Sector Composition

1 Industrials 27.84%
2 Financials 18.68%
3 Consumer Discretionary 16.22%
4 Materials 10.85%
5 Technology 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-653,825
127
-789,109