WCM

Westerly Capital Management Portfolio holdings

AUM $315M
1-Year Est. Return 49.21%
This Quarter Est. Return
1 Year Est. Return
+49.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$8.45M
2 +$4.29M
3 +$4.16M
4
ANGI icon
Angi Inc
ANGI
+$4.13M
5
MRVL icon
Marvell Technology
MRVL
+$2.6M

Top Sells

1 +$7.42M
2 +$5.25M
3 +$5.19M
4
BLKB icon
Blackbaud
BLKB
+$3.81M
5
RTX icon
RTX Corp
RTX
+$3.23M

Sector Composition

1 Technology 50.25%
2 Communication Services 26.23%
3 Industrials 13.96%
4 Financials 3.39%
5 Materials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-110,000