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
$92.5M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$7.09M
2 +$4.36M
3 +$3.16M
4
VER
VEREIT, Inc.
VER
+$3.08M
5
NPO icon
Enpro
NPO
+$749K

Sector Composition

1 Industrials 21.5%
2 Financials 13.86%
3 Energy 9.14%
4 Consumer Discretionary 7.66%
5 Real Estate 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-52,000
27
-151,573
28
-157,100