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
$125M
AUM Growth
-$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$1.19M
3 +$925K
4
MOS icon
The Mosaic Company
MOS
+$665K
5
ABBV icon
AbbVie
ABBV
+$642K

Top Sells

1 +$629K
2 +$258K
3 +$153K
4
EW icon
Edwards Lifesciences
EW
+$109K
5
AMD icon
Advanced Micro Devices
AMD
+$85.2K

Sector Composition

1 Technology 27.93%
2 Healthcare 20.99%
3 Consumer Staples 11.67%
4 Consumer Discretionary 11.14%
5 Financials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$5K ﹤0.01%
+145
127
$5K ﹤0.01%
5,000
128
$5K ﹤0.01%
35
129
$4K ﹤0.01%
118
130
$4K ﹤0.01%
+30
131
$4K ﹤0.01%
16
132
$2K ﹤0.01%
+45