WC

Weil Company Portfolio holdings

AUM $435M
1-Year Est. Return 15.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.73%
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 +$1.21M
2 +$935K
3 +$716K
4
CSCO icon
Cisco
CSCO
+$487K
5
CL icon
Colgate-Palmolive
CL
+$376K

Top Sells

1 +$1.57M
2 +$782K
3 +$770K
4
AGU
Agrium
AGU
+$610K
5
PPG icon
PPG Industries
PPG
+$500K

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
-10,530
102
-5,300