WR

Watson Rebecca Portfolio holdings

AUM $170M
1-Year Est. Return 9.18%
This Quarter Est. Return
1 Year Est. Return
+9.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 4.38%
2 Technology 3.66%
3 Industrials 3.44%
4 Healthcare 1.83%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$225K 0.14%
+1,646
77
$225K 0.14%
+1,600
78
$214K 0.13%
+16,765
79
$210K 0.13%
+2,262
80
$203K 0.12%
+15,411
81
$158K 0.1%
+10,717
82
$133K 0.08%
+11,700
83
$47K 0.03%
+10,000
84
$24K 0.01%
+1,000