WC

Walthausen & Co Portfolio holdings

AUM $120M
1-Year Est. Return 2.66%
This Quarter Est. Return
1 Year Est. Return
-2.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.03M
2 +$2.87M
3 +$2.66M
4
WIRE
Encore Wire Corp
WIRE
+$2.27M
5
HAE icon
Haemonetics
HAE
+$2.21M

Top Sells

1 +$2.9M
2 +$2.83M
3 +$2.63M
4
PRI icon
Primerica
PRI
+$2.5M
5
GDOT icon
Green Dot
GDOT
+$2.35M

Sector Composition

1 Financials 26.7%
2 Industrials 24.44%
3 Technology 12.61%
4 Consumer Discretionary 11.07%
5 Materials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-70,373
152
-20,970