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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
51
$3.57M 0.41%
53,773
+1,730
52
$3.56M 0.41%
85,210
+10,400
53
$3.49M 0.4%
37,040
+3,900
54
$3.38M 0.39%
52,336
-10,589
55
$3.37M 0.39%
32,724
+15,400
56
$3.32M 0.38%
96,700
57
$3.32M 0.38%
6,992
+5,246
58
$3.3M 0.38%
6,918
-292
59
$3.2M 0.37%
2,742
60
$3.16M 0.36%
39,497
-8,211
61
$3.11M 0.36%
37,000
62
$2.93M 0.33%
94,050
-11,500
63
$2.89M 0.33%
13,145
+1,410
64
$2.81M 0.32%
87,950
-18,400
65
$2.8M 0.32%
+81,858
66
$2.76M 0.31%
90,390
-18,450
67
$2.71M 0.31%
11,000
-700
68
$2.67M 0.31%
13,900
69
$2.59M 0.3%
78,930
-11,500
70
$2.48M 0.28%
22,150
-3,000
71
$2.38M 0.27%
43,662
-8,851
72
$2.36M 0.27%
6,724
+155
73
$2.36M 0.27%
29,432
74
$2.29M 0.26%
27,500
75
$2.23M 0.25%
11,388
-700
1 2
3
4 5