WCM
Westend Capital Management Portfolio holdings
AUM
$325M
1-Year Return
70.37%
This Quarter Return
+1.34%
1 Year Return
+70.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$263M
AUM Growth
-$73.9M
(-22%)
Cap. Flow
-$49.1M
Cap. Flow
% of AUM
-18.65%
Top 10 Holdings %
Top 10 Hldgs %
57.39%
Holding
264
New
39
Increased
41
Reduced
27
Closed
32
Top Buys
| 1 |
Alibaba
BABA
|
+$13.1M |
| 2 |
Intuitive Surgical
ISRG
|
+$11.8M |
| 3 |
Howmet Aerospace
HWM
|
+$9.3M |
| 4 |
DuPont de Nemours
DD
|
+$9.26M |
| 5 |
Boeing
BA
|
+$7.63M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$36.8M |
| 2 |
Palantir
PLTR
|
+$22.6M |
| 3 |
Marvell Technology
MRVL
|
+$14.5M |
| 4 |
Arm
ARM
|
+$8.83M |
| 5 |
Tesla
TSLA
|
+$8.26M |
Sector Composition
| 1 | Industrials | 27.48% |
| 2 | Consumer Discretionary | 14.89% |
| 3 | Technology | 13.03% |
| 4 | Healthcare | 12.02% |
| 5 | Energy | 11.28% |
