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WR
WD Rutherford Portfolio holdings
AUM
$225M
1-Year Est. Return
33.21%
This Fund
S&P 500
1 Year Est. Return
+33.21%
AUM
$225M
AUM Growth
-$14.2M
(-5.9%)
Holding
81
Top Buys
| 1 | +$3.95M | |
| 2 | +$2.53M | |
| 3 | +$1.92M | |
| 4 |
TSMC
TSM
|
+$1.36M |
| 5 |
Shopify
SHOP
|
+$1.19M |
Top Sells
| 1 | +$2.82M | |
| 2 | +$2.2M | |
| 3 | +$2.17M | |
| 4 |
Marvell Technology
MRVL
|
+$1.49M |
| 5 |
Public Storage
PSA
|
+$1.25M |
Sector Composition
| 1 | Technology | 34.69% |
| 2 | Industrials | 15.33% |
| 3 | Financials | 12.77% |
| 4 | Communication Services | 11.88% |
| 5 | Consumer Discretionary | 9.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cadence Design Systems
CDNS
$107B
| – | – |
-9,027
|
|
||
77
Cooper Companies
COO
$12.7B
| – | – |
-4,791
|
|
||
78
Edwards Lifesciences
EW
$49.9B
| – | – |
-3,303
|
|
||
79
Oracle
ORCL
$528B
| – | – |
-1,831
|
|
||
80
Synopsys
SNPS
$88.4B
| – | – |
-827
|
|
||
81
S&P Global
SPGI
$124B
| – | – |
-4,151
|
|