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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
1
$81.2M 9.28%
1,499,490
+540,790
2
$76.9M 8.78%
766,720
+147,220
3
$44.6M 5.1%
72,873
+5,098
4
$37.9M 4.33%
73,164
+1,103
5
$35.4M 4.04%
189,705
+2,620
6
$31.2M 3.57%
122,591
+800
7
$29M 3.31%
389,350
+7,000
8
$24.2M 2.76%
42,459
+180
9
$17.8M 2.03%
24,254
+185
10
$14.7M 1.68%
43,053
+3,287
11
$12.5M 1.43%
51,421
+2,450
12
$12.5M 1.43%
104,070
+820
13
$10.6M 1.22%
43,793
+300
14
$9.91M 1.13%
68,575
-4,300
15
$9.68M 1.11%
129,900
-8,100
16
$8.82M 1.01%
48,000
17
$8.74M 1%
59,358
-12,195
18
$8.31M 0.95%
10,886
-1,319
19
$8.25M 0.94%
17,000
20
$7.94M 0.91%
28,417
+21,167
21
$7.84M 0.9%
22,694
-874
22
$7.6M 0.87%
51,110
-10,300
23
$7.41M 0.85%
27,183
24
$6.82M 0.78%
113,781
-452,469
25
$6.5M 0.74%
35,059
+7,775
1
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