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
301
$639 ﹤0.01%
+77
302
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304
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305
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306
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307
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308
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+60
309
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