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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
126
$1.23M 0.14%
21,600
-2,400
127
$1.2M 0.14%
20,460
-4,300
128
$1.2M 0.14%
2,405
129
$1.19M 0.14%
2,684
130
$1.19M 0.14%
4,222
131
$1.17M 0.13%
17,400
132
$1.17M 0.13%
7,400
133
$1.16M 0.13%
10,400
134
$1.14M 0.13%
4,100
135
$1.13M 0.13%
15,000
-900
136
$1.07M 0.12%
21,110
-4,524
137
$1.05M 0.12%
5,872
-4,901
138
$1.05M 0.12%
21,400
-900
139
$1.03M 0.12%
2,262
140
$1.01M 0.12%
+12,660
141
$1.01M 0.12%
10,578
+3,510
142
$1M 0.11%
63,537
-14,032
143
$987K 0.11%
24,400
-5,400
144
$987K 0.11%
11,700
145
$967K 0.11%
1,015
-43
146
$948K 0.11%
8,000
147
$926K 0.11%
+4,668
148
$925K 0.11%
7,300
-300
149
$916K 0.1%
39,164
-7,639
150
$910K 0.1%
53,590
-12,000
4 5
6
7 8