WCM
Westerly Capital Management Portfolio holdings
AUM
$236M
This Quarter Return
-9.47%
1 Year Return
+25.16%
3 Year Return
+53.52%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(-11%)
Cap. Flow
-$8.1M
Cap. Flow
% of AUM
-5.98%
Top 10 Holdings %
Top 10 Hldgs %
51.03%
Holding
57
New
12
Increased
18
Reduced
6
Closed
15
Top Buys
| 1 |
Cognyte Software
CGNT
|
$6.45M |
| 2 |
Netflix
NFLX
|
$3.75M |
| 3 |
Intel
INTC
|
$3.72M |
| 4 |
Corning
GLW
|
$3.69M |
| 5 |
Ericsson
ERIC
|
$3.2M |
Top Sells
| 1 |
Cisco
CSCO
|
$5.07M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$4.99M |
| 3 |
RingCentral
RNG
|
$4.68M |
| 4 |
DXC Technology
DXC
|
$4.02M |
| 5 |
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% |