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
$127M
AUM Growth
+$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.03K
2
+$4.69K
3
+$4.09K
4
RPM icon
RPM International
RPM
+$3.9K
5
MBC icon
MasterBrand
MBC
+$2.72K

Top Sells

1
+$1.07M
2
+$810K
3
+$763K
4
KEY icon
KeyCorp
KEY
+$716K
5
AMD icon
Advanced Micro Devices
AMD
+$555K

Sector Composition

1 Technology 26.3%
2 Healthcare 21.95%
3 Consumer Discretionary 11.47%
4 Consumer Staples 11.09%
5 Financials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.6K ﹤0.01%
4
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127
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128
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129
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130
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131
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132
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133
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134
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-1,585
135
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-4,661
2 3 4 5
6