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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
151
$906K 0.1%
+11,810
152
$894K 0.1%
29,565
153
$884K 0.1%
13,790
-2,800
154
$884K 0.1%
+22,531
155
$882K 0.1%
9,720
-1,000
156
$868K 0.1%
30,730
-38,690
157
$863K 0.1%
+7,650
158
$841K 0.1%
9,433
-1,300
159
$827K 0.09%
4,100
160
$820K 0.09%
+1,030
161
$815K 0.09%
18,580
-4,500
162
$810K 0.09%
18,001
163
$799K 0.09%
9,482
164
$797K 0.09%
1,248
-113
165
$794K 0.09%
1,137
166
$786K 0.09%
3,318
167
$786K 0.09%
+10,010
168
$781K 0.09%
2,519
-157
169
$775K 0.09%
+10,800
170
$760K 0.09%
2,891
171
$734K 0.08%
3,800
172
$707K 0.08%
5,300
173
$675K 0.08%
3,700
-3,700
174
$669K 0.08%
+2,370
175
$639K 0.07%
19,440
-4,300
5 6
7
8 9