WGRM

Waterton Global Resource Management Portfolio holdings

AUM $64.9M
1-Year Est. Return 17.81%
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$7.92M

Top Sells

1 +$8.13M

Sector Composition

1 Materials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$226M 76.67%
31,583,117
+1,109,265
2
$33.5M 11.4%
3,145,246
3
$24.9M 8.47%
2,909,236
+2,213,318
4
$10.2M 3.46%
4,421,771
-3,533,860