WAM

Westport Asset Management Portfolio holdings

AUM $240M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$335K
2 +$189K

Top Sells

1 +$1.1M
2 +$702K

Sector Composition

1 Technology 35.79%
2 Financials 18.26%
3 Industrials 9.87%
4 Healthcare 8.93%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ANSS
76
DELISTED
Ansys
ANSS
-2,000