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
$135M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$6.45M
2 +$3.75M
3 +$3.72M
4
GLW icon
Corning
GLW
+$3.69M
5
ERIC icon
Ericsson
ERIC
+$3.2M

Top Sells

1 +$5.07M
2 +$4.99M
3 +$4.68M
4
DXC icon
DXC Technology
DXC
+$4.02M
5
WDC icon
Western Digital
WDC
+$3.59M

Sector Composition

1 Technology 51.49%
2 Communication Services 15.56%
3 Materials 12.39%
4 Industrials 10.38%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-115,000
52
-75,000