WCM
Westend Capital Management Portfolio holdings
AUM
$325M
1-Year Return
70.37%
This Quarter Return
+30.88%
1 Year Return
+70.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$325M
AUM Growth
+$61.6M
(+23%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
3.87%
Top 10 Holdings %
Top 10 Hldgs %
54.81%
Holding
257
New
25
Increased
39
Reduced
31
Closed
29
Top Buys
| 1 |
Palantir
PLTR
|
$13.9M |
| 2 |
Advanced Micro Devices
AMD
|
$13.7M |
| 3 |
Intuit
INTU
|
$10.8M |
| 4 |
Charles Schwab
SCHW
|
$10.4M |
| 5 |
Deutsche Bank
DB
|
$10.3M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$15.5M |
| 2 |
Apple
AAPL
|
$13.9M |
| 3 |
Alibaba
BABA
|
$11.2M |
| 4 |
DuPont de Nemours
DD
|
$9.26M |
| 5 |
GitLab
GTLB
|
$8M |
Sector Composition
| 1 | Industrials | 25.26% |
| 2 | Technology | 18.06% |
| 3 | Communication Services | 12.35% |
| 4 | Energy | 10.99% |
| 5 | Financials | 10.22% |
