WAM

Westport Asset Management Portfolio holdings

AUM $226M
1-Year Est. Return 19.15%
This Quarter Est. Return
1 Year Est. Return
+19.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$2.06M
3 +$561K
4
UHS icon
Universal Health Services
UHS
+$512K
5
UNP icon
Union Pacific
UNP
+$416K

Top Sells

1 +$2.6M
2 +$2.18M
3 +$1.14M
4
BIG
Big Lots, Inc.
BIG
+$973K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$676K

Sector Composition

1 Technology 35.81%
2 Financials 20.44%
3 Healthcare 9.5%
4 Consumer Staples 7.79%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,960