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
$228M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$440K
2 +$307K
3 +$184K

Top Sells

1 +$7K

Sector Composition

1 Technology 37.18%
2 Financials 16.34%
3 Consumer Staples 9.68%
4 Healthcare 9.36%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,000