WCM
Westerly Capital Management Portfolio holdings
AUM
$236M
This Quarter Return
-3.23%
1 Year Return
+25.16%
3 Year Return
+53.52%
5 Year Return
–
10 Year Return
–
AUM
$83.4M
AUM Growth
+$83.4M
(-18%)
Cap. Flow
-$16.3M
Cap. Flow
% of AUM
-19.52%
Top 10 Holdings %
Top 10 Hldgs %
45.51%
Holding
70
New
7
Increased
12
Reduced
15
Closed
22
Top Buys
| 1 |
EMC
EMC CORPORATION
EMC
|
$3.58M |
| 2 |
IPHI
INPHI CORPORATION
IPHI
|
$2.68M |
| 3 |
A10 Networks
ATEN
|
$2.58M |
| 4 |
DWCH
Datawatch Corp
DWCH
|
$2.55M |
| 5 |
RP
RealPage, Inc.
RP
|
$1.91M |
Top Sells
| 1 |
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
|
$2.68M |
| 2 |
Corning
GLW
|
$2.52M |
| 3 |
WFM
Whole Foods Market Inc
WFM
|
$2.52M |
| 4 |
Abercrombie & Fitch
ANF
|
$2.01M |
| 5 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$1.93M |
Sector Composition
| 1 | Technology | 48.13% |
| 2 | Communication Services | 6.06% |
| 3 | Industrials | 5.83% |
| 4 | Consumer Discretionary | 2.28% |
| 5 | Real Estate | 1.92% |
