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
$211M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$761K
2 +$445K
3 +$413K
4
ISRG icon
Intuitive Surgical
ISRG
+$391K
5
PSA icon
Public Storage
PSA
+$317K

Top Sells

1 +$741K
2 +$658K
3 +$556K
4
IDXX icon
Idexx Laboratories
IDXX
+$427K
5
ALGN icon
Align Technology
ALGN
+$391K

Sector Composition

1 Technology 36.98%
2 Consumer Discretionary 11.93%
3 Healthcare 10.77%
4 Financials 10.66%
5 Communication Services 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,645
77
-274
78
-4,256
79
-1,539