WCM

Westend Capital Management Portfolio holdings

AUM $343M
1-Year Est. Return 81.49%
This Quarter Est. Return
1 Year Est. Return
+81.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$30.2M
2 +$20.6M
3 +$17.4M
4
FCX icon
Freeport-McMoran
FCX
+$13.7M
5
MSFT icon
Microsoft
MSFT
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 40.81%
2 Communication Services 14.07%
3 Industrials 11.67%
4 Energy 10.14%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$928 ﹤0.01%
+33
277
$909 ﹤0.01%
+10
278
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+24
279
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+111
297
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+11
300
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+3