WAM

Watershed Asset Management Portfolio holdings

AUM $85.7M
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$6.75M
3 +$3.03M
4
CUBI icon
Customers Bancorp
CUBI
+$1.96M
5
PGEM
Ply Gem Holdings, Inc.
PGEM
+$1.65M

Top Sells

1 +$5.34M
2 +$2.56M
3 +$2.34M
4
TROX icon
Tronox
TROX
+$2.32M
5
GM icon
General Motors
GM
+$827K

Sector Composition

1 Industrials 23.8%
2 Real Estate 12.77%
3 Financials 12.13%
4 Materials 10.33%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0