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WAM

Weiss Asset Management Portfolio holdings

AUM $5.43B
1-Year Est. Return 42.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7B
AUM Growth
+$680M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$217M
3
+$185M
4
TSLA icon
Tesla
TSLA
+$164M
5
CRCL
Circle Internet Group
CRCL
+$111M

Top Sells

1
+$304M
2
+$75.9M
3
+$67.8M
4
IPG
Interpublic Group of Companies
IPG
+$65.9M
5
IEX icon
IDEX
IEX
+$58.7M

Sector Composition

1 Technology 31.9%
2 Financials 8.52%
3 Healthcare 6.8%
4 Consumer Discretionary 5.54%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$491K 0.01%
+62,674
402
$491K 0.01%
+11,550
403
$490K 0.01%
+36,608
404
$487K 0.01%
12,930
-15,203
405
$487K 0.01%
+51,470
406
$481K 0.01%
+9,996
407
$481K 0.01%
+3,960
408
$476K 0.01%
17,598
-106,554
409
$473K 0.01%
+20,198
410
$471K 0.01%
+6,595
411
$470K 0.01%
+2,340
412
$470K 0.01%
+23,677
413
$465K 0.01%
2,746
-35,928
414
$465K 0.01%
+12,198
415
$463K 0.01%
+61,556
416
$459K 0.01%
+9,420
417
$459K 0.01%
+5,355
418
$459K 0.01%
+3,988
419
$441K 0.01%
+8,094
420
$440K 0.01%
+22,419
421
$440K 0.01%
+8,340
422
$439K 0.01%
+5,976
423
$435K 0.01%
+23,952
424
$433K 0.01%
4,822
-90,039
425
$430K 0.01%
+4,487
15 16
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