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
$129M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.44M
3
+$714K
4
HAL icon
Halliburton
HAL
+$652K
5
BGS icon
B&G Foods
BGS
+$384K

Top Sells

1
+$3.63M
2
+$2.55M
3
+$2.36M
4
BURL icon
Burlington
BURL
+$1.89M
5
PYPL icon
PayPal
PYPL
+$1.72M

Sector Composition

1 Technology 30.1%
2 Healthcare 20.68%
3 Consumer Staples 12.44%
4 Financials 10.63%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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