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
$85.7M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$970K
2 +$706K
3 +$531K
4
RGEN icon
Repligen
RGEN
+$342K
5
MTCH icon
Match Group
MTCH
+$328K

Top Sells

1 +$3.37M
2 +$1.7M
3 +$1.44M
4
DE icon
Deere & Co
DE
+$920K
5
MSFT icon
Microsoft
MSFT
+$602K

Sector Composition

1 Technology 13.88%
2 Healthcare 10.81%
3 Financials 9.13%
4 Communication Services 5.33%
5 Real Estate 5.24%