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WCM

WestBridge Capital Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 32.13%
This Fund
S&P 500
This Quarter Est. Return
+0.06%
1 Year Est. Return
-32.13%
3 Year Est. Return
-33.31%
5 Year Est. Return
-11.18%
10 Year Est. Return
–
AUM
$343M
AUM Growth
-$14.2M
Cap. Flow
-$12.7M
Cap. Flow %
-3.7%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$8.84M
2
HDB icon
HDFC Bank
HDB
+$3.83M

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBN icon
1
ICICI Bank
IBN
$108B
$239M 69.6%
12,056,724
-447,425
-4% -$8.84M
HDB icon
2
HDFC Bank
HDB
$119B
$104M 30.4%
3,203,112
-109,520
-3% -$3.83M

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CAN
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AC
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CMU
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LC
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WestBridge Capital Management's Q4 2021 Portfolio in Review

As of Q4 2021, WestBridge Capital Management held 2 positions worth $343M, down 4% from $357M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

WestBridge Capital Management withdrew a net $12.7M in Q4 2021, reducing 2 holdings. Its largest reduction was ICICI Bank, cutting an estimated $8.84M.

By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.

  • WestBridge Capital Management's biggest Q4 2021 reduction was ICICI Bank, cutting an estimated $8.84M.
  • WestBridge Capital Management's ten largest holdings make up 100% of its $343M portfolio in Q4 2021.
  • WestBridge Capital Management opened 0 new positions and closed 0 in Q4 2021.
  • WestBridge Capital Management's portfolio value fell 4% quarter-over-quarter to $343M.

Based on WestBridge Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.