WG

Watchman Group Portfolio holdings

AUM $384M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$3.08M
2 +$2.64M
3 +$1.68M
4
MDT icon
Medtronic
MDT
+$1.06M
5
OMCL icon
Omnicell
OMCL
+$304K

Sector Composition

1 Technology 19.01%
2 Financials 15.01%
3 Consumer Discretionary 14.72%
4 Healthcare 13.1%
5 Industrials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-393