WC
Walthausen & Co Portfolio holdings
AUM
$120M
1-Year Return
2.66%
This Quarter Return
+10.63%
1 Year Return
-2.66%
3 Year Return
+63.09%
5 Year Return
–
10 Year Return
–
AUM
$763M
AUM Growth
+$41.5M
(+5.7%)
Cap. Flow
-$25.4M
Cap. Flow
% of AUM
-3.32%
Top 10 Holdings %
Top 10 Hldgs %
18.61%
Holding
151
New
14
Increased
60
Reduced
63
Closed
12
Top Buys
| 1 |
Kirby Corp
KEX
|
$8.6M |
| 2 |
LCI Industries
LCII
|
$7.88M |
| 3 |
STL
Sterling Bancorp
STL
|
$7.82M |
| 4 |
Merit Medical Systems
MMSI
|
$7.81M |
| 5 |
ILPT
Industrial Logistics Properties Trust
ILPT
|
$7.64M |
Top Sells
| 1 |
Vishay Intertechnology
VSH
|
$12.3M |
| 2 |
Stoneridge
SRI
|
$9.36M |
| 3 |
BMCH
BMC Stock Holdings, Inc
BMCH
|
$8.44M |
| 4 |
LDL
Lydall, Inc.
LDL
|
$7.91M |
| 5 |
Dycom Industries
DY
|
$7.29M |
Sector Composition
| 1 | Financials | 26.58% |
| 2 | Industrials | 25.28% |
| 3 | Consumer Discretionary | 12.88% |
| 4 | Technology | 6.76% |
| 5 | Healthcare | 6.58% |