WCM

Westerly Capital Management Portfolio holdings

AUM $332M
1-Year Est. Return 33.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.35%
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
+$6.59M
2
+$4.16M
3
+$3.9M
4
INTC icon
Intel
INTC
+$3.72M
5
ERIC icon
Ericsson
ERIC
+$3.65M

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 56.05%
2 Materials 12.39%
3 Communication Services 10.99%
4 Industrials 10.38%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-25,000
52
– –
-72,765
1 2
3