WC
Westerkirk Capital Portfolio holdings
AUM
$875M
1 Year Est. Return
–
AUM
$875M
AUM Growth
+$64M
(+7.9%)
Holding
251
Top Buys
| 1 | +$29.3M | |
| 2 | +$14.8M | |
| 3 | +$5.91M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.12M |
| 5 |
HDFC Bank
HDB
|
+$2.8M |
Top Sells
| 1 | +$27.1M | |
| 2 | +$6.75M | |
| 3 | +$2.03M | |
| 4 |
Royal Bank of Canada
RY
|
+$1.8M |
| 5 |
Mercado Libre
MELI
|
+$1.73M |
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 | |
|---|---|---|---|---|---|---|
251
Williams Companies
WMB
$71.9B
| – | – |
-14,700
|
|