We are live on ! Find out more
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
101
$1.67M 0.19%
12,000
102
$1.64M 0.19%
16,700
103
$1.63M 0.19%
8,110
104
$1.6M 0.18%
10,300
-500
105
$1.54M 0.18%
3,175
+1,695
106
$1.54M 0.18%
18,320
-3,700
107
$1.53M 0.17%
3,621
-153
108
$1.52M 0.17%
4,707
109
$1.48M 0.17%
7,900
110
$1.48M 0.17%
1,608
111
$1.46M 0.17%
59,500
112
$1.45M 0.17%
5,016
113
$1.43M 0.16%
40,800
114
$1.41M 0.16%
39,890
-17,550
115
$1.4M 0.16%
56,400
-6,700
116
$1.38M 0.16%
6,700
-300
117
$1.35M 0.15%
13,300
-800
118
$1.32M 0.15%
+29,950
119
$1.31M 0.15%
+11,780
120
$1.27M 0.14%
5,615
121
$1.26M 0.14%
7,073
+2,800
122
$1.26M 0.14%
3,820
-3,790
123
$1.25M 0.14%
9,353
-9,217
124
$1.24M 0.14%
5,843
125
$1.24M 0.14%
2,528
3 4
5
6 7