WC

Weil Company Portfolio holdings

AUM $416M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$932K
3 +$675K
4
CSCO icon
Cisco
CSCO
+$493K
5
CL icon
Colgate-Palmolive
CL
+$374K

Top Sells

1 +$1.53M
2 +$782K
3 +$770K
4
AGU
Agrium
AGU
+$610K
5
PPG icon
PPG Industries
PPG
+$483K

Sector Composition

1 Technology 18.33%
2 Real Estate 16.35%
3 Financials 13.91%
4 Communication Services 10.28%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,045
102
-7,744