WC

Westerkirk Capital Portfolio holdings

AUM $811M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$61.5M
2 +$47.4M
3 +$38.5M
4
MSFT icon
Microsoft
MSFT
+$35.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.23%
2 Financials 12.55%
3 Communication Services 7.16%
4 Industrials 6.58%
5 Consumer Discretionary 6.39%