WAM

Werlinich Asset Management Portfolio holdings

AUM $201M
1-Year Est. Return 26.69%
This Quarter Est. Return
1 Year Est. Return
+26.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$8.34M
2 +$6.34M
3 +$6.03M
4
JPM icon
JPMorgan Chase
JPM
+$5.83M
5
HUBB icon
Hubbell
HUBB
+$5.32M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 30.98%
2 Technology 26.44%
3 Healthcare 15%
4 Financials 8.53%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$478K 0.42%
+4,875
52
$426K 0.37%
+6,225
53
$419K 0.37%
+2,069
54
$371K 0.33%
+2,400
55
$67.7K 0.06%
+16,725