WR

WD Rutherford Portfolio holdings

AUM $235M
1-Year Est. Return 33.69%
This Quarter Est. Return
1 Year Est. Return
+33.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$421K
2 +$351K
3 +$319K
4
NFLX icon
Netflix
NFLX
+$293K
5
ANSS
Ansys
ANSS
+$261K

Top Sells

1 +$911K
2 +$624K
3 +$464K
4
MSFT icon
Microsoft
MSFT
+$283K
5
PAYX icon
Paychex
PAYX
+$225K

Sector Composition

1 Technology 33.81%
2 Healthcare 19.48%
3 Consumer Discretionary 12.75%
4 Consumer Staples 9.47%
5 Financials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$244K 0.16%
+520
77
$237K 0.15%
6,770
-595
78
$237K 0.15%
1,400
79
$221K 0.14%
1,505
80
$200K 0.13%
13,190
81
-2,205
82
-1,965