WI

WBI Investments Portfolio holdings

AUM $391M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.31M
3
+$4.18M
4
KMB icon
Kimberly-Clark
KMB
+$4.14M
5
THG icon
Hanover Insurance
THG
+$3.96M

Top Sells

1
+$4.09M
2
+$3.34M
3
+$3.28M
4
BDX icon
Becton Dickinson
BDX
+$3.1M
5
PANW icon
Palo Alto Networks
PANW
+$2.95M

Sector Composition

1 Financials 11.86%
2 Consumer Discretionary 8.81%
3 Technology 7.24%
4 Consumer Staples 5.71%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
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