WC
Westerkirk Capital Portfolio holdings
AUM
$1.03B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$875M
AUM Growth
+$64M
(+7.9%)
Holding
251
Top Buys
| 1 | +$27.9M | |
| 2 | +$14.6M | |
| 3 | +$5.18M | |
| 4 |
HDFC Bank
HDB
|
+$3.02M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3M |
Top Sells
| 1 | +$26.4M | |
| 2 | +$6.75M | |
| 3 | +$2.03M | |
| 4 |
Mercado Libre
MELI
|
+$1.78M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
Williams Companies
WMB
$88.9B
| – | – |
-14,700
|
|