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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
451
$401K 0.01%
+3,994
452
$400K 0.01%
+1,251
453
$399K 0.01%
7,556
-47,874
454
$399K 0.01%
+6,306
455
$399K 0.01%
+7,618
456
$398K 0.01%
+13,994
457
$397K 0.01%
+19,390
458
$397K 0.01%
5,410
-205,842
459
$396K 0.01%
+105,444
460
$396K 0.01%
+6,817
461
$396K 0.01%
+7,572
462
$396K 0.01%
+25,572
463
$394K 0.01%
+2,934
464
$393K 0.01%
+33,376
465
$393K 0.01%
+25,000
466
$392K 0.01%
+20,006
467
$391K 0.01%
+31,649
468
$387K 0.01%
+16,560
469
$387K 0.01%
+5,715
470
$386K 0.01%
+19,390
471
$381K 0.01%
10,434
-2,446
472
$378K 0.01%
+83,410
473
$376K 0.01%
+9,147
474
$375K 0.01%
+10,020
475
$375K 0.01%
+4,620
17 18
19
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