WI
Westbourne Investments Portfolio holdings
AUM
$188M
This Quarter Return
+19.18%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$22.2M
(+13%)
Cap. Flow
+$2.64M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
33.17%
Holding
165
New
31
Increased
30
Reduced
57
Closed
25
Top Buys
| 1 |
Vertiv
VRT
|
$3.07M |
| 2 |
Citigroup
C
|
$2.25M |
| 3 |
Chevron
CVX
|
$2.2M |
| 4 |
Netflix
NFLX
|
$1.78M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$1.72M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.93M |
| 2 |
Bristol-Myers Squibb
BMY
|
$2.16M |
| 3 |
Palantir
PLTR
|
$1.91M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.72M |
| 5 |
Intel
INTC
|
$1.62M |
Sector Composition
| 1 | Technology | 20.35% |
| 2 | Industrials | 12% |
| 3 | Communication Services | 10.95% |
| 4 | Financials | 10.17% |
| 5 | Healthcare | 7.4% |
