WC
Westhampton Capital Portfolio holdings
AUM
$194M
1-Year Return
15.87%
This Quarter Return
-4.49%
1 Year Return
+15.87%
3 Year Return
+72.22%
5 Year Return
+130.64%
10 Year Return
–
AUM
$155M
AUM Growth
+$1.31M
(+0.85%)
Cap. Flow
+$9.3M
Cap. Flow
% of AUM
5.99%
Top 10 Holdings %
Top 10 Hldgs %
33.12%
Holding
121
New
9
Increased
21
Reduced
36
Closed
5
Top Buys
| 1 |
Deere & Co
DE
|
$2.19M |
| 2 |
Church & Dwight Co
CHD
|
$2.18M |
| 3 |
Johnson & Johnson
JNJ
|
$2.12M |
| 4 |
McCormick & Company Non-Voting
MKC
|
$2.09M |
| 5 |
Eli Lilly
LLY
|
$1.22M |
Top Sells
| 1 |
Apple
AAPL
|
$548K |
| 2 |
Generac Holdings
GNRC
|
$265K |
| 3 |
Lincoln National
LNC
|
$247K |
| 4 |
The Greenbrier Companies
GBX
|
$216K |
| 5 |
Eaton
ETN
|
$213K |
Sector Composition
| 1 | Industrials | 22.48% |
| 2 | Technology | 21.56% |
| 3 | Consumer Staples | 20.07% |
| 4 | Healthcare | 9.04% |
| 5 | Consumer Discretionary | 7.99% |
