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WC

Westerkirk Capital Portfolio holdings

AUM $929M
1-Year Est. Return 22.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$14.6M
3
+$5.18M
4
HDB icon
HDFC Bank
HDB
+$3.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3M

Top Sells

1
+$26.4M
2
+$6.75M
3
+$2.03M
4
MELI icon
Mercado Libre
MELI
+$1.78M
5
RY icon
Royal Bank of Canada
RY
+$1.68M

Sector Composition

1 Technology 22.99%
2 Financials 11.62%
3 Communication Services 7.36%
4 Consumer Discretionary 6.1%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$208K 0.02%
495
227
$196K 0.02%
654
228
$189K 0.02%
1,300
229
$185K 0.02%
34,500
-5,700
230
$131K 0.02%
2,700
231
$111K 0.01%
579
232
$94.6K 0.01%
900
233
$87K 0.01%
500
-200
234
$82.8K 0.01%
400
235
$65.4K 0.01%
300
236
$48.7K 0.01%
300
237
$47.2K 0.01%
400
238
$46K 0.01%
1,700
239
$43.9K 0.01%
400
240
$36.2K ﹤0.01%
400
241
– –
-1,687
242
– –
-3,402
243
– –
-2,250
244
– –
-76,408
245
– –
-8,682
246
– –
-31,000
247
– –
-10,001
248
– –
-8,213
249
– –
-67,000
250
– –
-9,700
7 8 9
10
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