WC
Westhampton Capital Portfolio holdings
AUM
$194M
1-Year Return
15.87%
This Quarter Return
+11.72%
1 Year Return
+15.87%
3 Year Return
+72.22%
5 Year Return
+130.64%
10 Year Return
–
AUM
$183M
AUM Growth
+$15.2M
(+9.1%)
Cap. Flow
-$219K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
33.07%
Holding
120
New
3
Increased
22
Reduced
35
Closed
2
Top Buys
| 1 |
Whirlpool
WHR
|
+$493K |
| 2 |
Super Micro Computer
SMCI
|
+$295K |
| 3 |
Navios Maritime Partners
NMM
|
+$241K |
| 4 |
Bristol-Myers Squibb
BMY
|
+$209K |
| 5 |
Target
TGT
|
+$204K |
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
+$632K |
| 2 |
Skyworks Solutions
SWKS
|
+$399K |
| 3 |
Carter's
CRI
|
+$212K |
| 4 |
NVIDIA
NVDA
|
+$176K |
| 5 |
AbbVie
ABBV
|
+$137K |
Sector Composition
| 1 | Industrials | 24.66% |
| 2 | Technology | 22.24% |
| 3 | Consumer Staples | 18.98% |
| 4 | Consumer Discretionary | 8.06% |
| 5 | Healthcare | 7.53% |
