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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
201
$443K 0.05%
5,700
-600
202
$429K 0.05%
5,600
203
$421K 0.05%
3,866
204
$419K 0.05%
2,200
-200
205
$411K 0.05%
1,500
-200
206
$407K 0.05%
10,900
-4,700
207
$397K 0.05%
13,400
-4,900
208
$394K 0.05%
3,700
209
$359K 0.04%
2,800
210
$343K 0.04%
5,940
-2,400
211
$329K 0.04%
950
212
$318K 0.04%
1,700
-400
213
$317K 0.04%
5,400
214
$282K 0.03%
2,300
215
$278K 0.03%
3,409
216
$271K 0.03%
1,100
+700
217
$255K 0.03%
+4,600
218
$253K 0.03%
1,700
219
$244K 0.03%
2,200
220
$229K 0.03%
2,700
221
$227K 0.03%
791
222
$219K 0.03%
800
223
$209K 0.02%
658
224
$209K 0.02%
795
225
$208K 0.02%
1,000
7 8
9
10 11