WAM

Weiss Asset Management Portfolio holdings

AUM $6.59B
1-Year Est. Return 34.32%
This Quarter Est. Return
1 Year Est. Return
+34.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.26B
AUM Growth
+$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Sector Composition

1 Financials 37.18%
2 Industrials 5.39%
3 Technology 4.89%
4 Materials 4.53%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-95,853
827
-70,963
828
-25,000
829
-295,251
830
-17,118
831
-229,377
832
-820,567
833
-368,204
834
-197,776