WI
Westbourne Investments Portfolio holdings
AUM
$188M
This Quarter Return
-0.35%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
-$4.32M
(-2.5%)
Cap. Flow
-$88.4K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
35.3%
Holding
155
New
30
Increased
31
Reduced
55
Closed
21
Top Buys
| 1 |
GE HealthCare
GEHC
|
+$2.58M |
| 2 |
Pfizer
PFE
|
+$2.41M |
| 3 |
Medtronic
MDT
|
+$1.92M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$1.38M |
| 5 |
Micron Technology
MU
|
+$1.3M |
Top Sells
| 1 |
Walmart
WMT
|
+$6.05M |
| 2 |
Palantir
PLTR
|
+$2.37M |
| 3 |
ServiceNow
NOW
|
+$1.86M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.67M |
| 5 |
GE Vernova
GEV
|
+$1.59M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Healthcare | 11.53% |
| 3 | Financials | 11.43% |
| 4 | Communication Services | 9.34% |
| 5 | Industrials | 7.91% |
