WCM

Westerly Capital Management Portfolio holdings

AUM $236M
1-Year Est. Return 25.16%
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.49M
2 +$4.42M
3 +$3.84M
4
LYFT icon
Lyft
LYFT
+$3.19M
5
BIDU icon
Baidu
BIDU
+$2.63M

Top Sells

1 +$6.01M
2 +$4.24M
3 +$4.19M
4
MRVL icon
Marvell Technology
MRVL
+$3.25M
5
QCOM icon
Qualcomm
QCOM
+$3.19M

Sector Composition

1 Technology 65.55%
2 Industrials 10.89%
3 Communication Services 9.09%
4 Financials 6.05%
5 Materials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.63M 1.48%
+25,000
27
$2.51M 1.41%
325,000
-67,000
28
$2.5M 1.41%
+135,000
29
$2.36M 1.32%
+45,000
30
$2.1M 1.18%
310,000
31
$1.85M 1.04%
200,000
-650,000
32
$1.58M 0.89%
35,000
-20,000
33
$1.28M 0.72%
275,000
+25,000
34
$1.17M 0.66%
+30,000
35
$918K 0.52%
+65,000
36
$888K 0.5%
103,000
-47,000
37
$772K 0.43%
14,000
-76,000
38
$531K 0.3%
+10,000
39
$477K 0.27%
+10,000
40
$85K 0.05%
25,000
-70,822
41
-300,000
42
-11,000
43
-60,000
44
-175,000
45
-17,000
46
-16,000
47
-917,000