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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
26
$6.28M 0.72%
42,900
+9,200
27
$6.12M 0.7%
17,345
+402
28
$6.12M 0.7%
8,070
29
$6.11M 0.7%
5,662
+132
30
$6.01M 0.69%
86,120
+1,820
31
$5.95M 0.68%
15,900
32
$5.78M 0.66%
72,349
-16,222
33
$5.77M 0.66%
43,120
-4,497
34
$5.54M 0.63%
24,671
+7,371
35
$5.38M 0.61%
57,000
36
$4.89M 0.56%
23,900
+600
37
$4.86M 0.56%
29,200
+700
38
$4.74M 0.54%
32,536
-4,600
39
$4.62M 0.53%
91,587
-18,639
40
$4.61M 0.53%
4,978
-1,219
41
$4.51M 0.52%
18,296
+400
42
$4.41M 0.5%
6,134
+144
43
$4M 0.46%
102,050
-6,300
44
$3.99M 0.46%
47,500
+14,100
45
$3.95M 0.45%
30,364
-6,510
46
$3.87M 0.44%
22,940
-3,300
47
$3.77M 0.43%
12,862
-543
48
$3.72M 0.42%
24,200
-5,900
49
$3.67M 0.42%
40,800
50
$3.67M 0.42%
21,635
+2,335
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