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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
76
$2.22M 0.25%
22,100
77
$2.2M 0.25%
4,812
+138
78
$2.17M 0.25%
+5,360
79
$2.16M 0.25%
12,661
-4,232
80
$2.09M 0.24%
9,380
-1,400
81
$2.06M 0.24%
257
-15
82
$2.02M 0.23%
15,300
-900
83
$2.01M 0.23%
6,371
84
$1.97M 0.23%
6,330
85
$1.92M 0.22%
7,100
86
$1.91M 0.22%
33,660
-2,100
87
$1.9M 0.22%
7,300
-300
88
$1.9M 0.22%
5,986
89
$1.9M 0.22%
10,810
-2,200
90
$1.88M 0.21%
31,260
-3,800
91
$1.87M 0.21%
13,347
-3,200
92
$1.85M 0.21%
12,900
93
$1.82M 0.21%
4,642
+1,842
94
$1.81M 0.21%
3,620
-153
95
$1.81M 0.21%
14,603
96
$1.78M 0.2%
10,000
97
$1.77M 0.2%
3,240
-199
98
$1.74M 0.2%
9,779
-600
99
$1.73M 0.2%
16,300
100
$1.69M 0.19%
3,540
2 3
4
5 6