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
$221M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$383K
2 +$207K
3 +$78.4K

Top Sells

1 +$271K
2 +$61.5K

Sector Composition

1 Technology 41.64%
2 Financials 13.6%
3 Healthcare 9.36%
4 Industrials 7.35%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2K ﹤0.01%
348
77
-1,000