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
1
$30.2M 11.72%
+334,530
2
$20.6M 7.97%
+42,356
3
$17.4M 6.75%
+225,969
4
$13.7M 5.3%
+290,632
5
$11.4M 4.43%
+27,161
6
$11.3M 4.38%
+717,352
7
$11.2M 4.33%
+14,358
8
$11.1M 4.32%
+42,888
9
$11.1M 4.29%
+255,138
10
$10.5M 4.06%
+247,684
11
$9.24M 3.58%
+565,426
12
$8.92M 3.46%
+49,440
13
$8.4M 3.26%
+83,190
14
$8.21M 3.18%
+13,512
15
$7.49M 2.9%
+58,865
16
$6.97M 2.7%
+46,211
17
$6.23M 2.42%
+52,878
18
$6.16M 2.39%
+267,564
19
$5.3M 2.06%
+38,974
20
$5.19M 2.01%
+470,134
21
$5.12M 1.98%
+38,610
22
$5.04M 1.96%
+22,149
23
$4.98M 1.93%
+15,535
24
$4.8M 1.86%
+164,789
25
$4.69M 1.82%
+6,151