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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
176
$634K 0.07%
15,900
177
$623K 0.07%
5,611
178
$621K 0.07%
3,600
179
$606K 0.07%
8,544
180
$600K 0.07%
12,500
-3,900
181
$599K 0.07%
6,600
182
$593K 0.07%
+1,980
183
$588K 0.07%
+1,955
184
$578K 0.07%
+8,000
185
$570K 0.07%
8,800
186
$565K 0.06%
8,400
-2,100
187
$556K 0.06%
16,117
-5,388
188
$552K 0.06%
+3,000
189
$551K 0.06%
849
190
$540K 0.06%
1,599
-1,771
191
$537K 0.06%
1,014
192
$535K 0.06%
229
-740
193
$526K 0.06%
11,100
-2,500
194
$515K 0.06%
2,100
195
$494K 0.06%
+21,209
196
$493K 0.06%
3,500
197
$487K 0.06%
+3,750
198
$482K 0.06%
4,700
199
$475K 0.05%
8,719
-8,080
200
$447K 0.05%
1,500
6 7
8
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