WCM

Washburn Capital Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$488K
3 +$219K
4
F icon
Ford
F
+$187K
5
JNJ icon
Johnson & Johnson
JNJ
+$73.7K

Top Sells

1 +$1.45M
2 +$1.21M
3 +$927K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$754K
5
META icon
Meta Platforms (Facebook)
META
+$589K

Sector Composition

1 Technology 6.65%
2 Healthcare 5.71%
3 Financials 4.18%
4 Consumer Discretionary 3.25%
5 Energy 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-831
52
-3,880
53
-3,650
54
-51,842
55
-11,201