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
$757M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$7.33M
2 +$7.21M
3 +$7.1M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$6.95M
5
FBNC icon
First Bancorp
FBNC
+$6.63M

Top Sells

1 +$14.2M
2 +$7.87M
3 +$7.83M
4
SXI icon
Standex International
SXI
+$7.7M
5
SBSI icon
Southside Bancshares
SBSI
+$7.54M

Sector Composition

1 Financials 24.7%
2 Industrials 24.06%
3 Consumer Discretionary 14.42%
4 Technology 6.58%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-529,271