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
$209M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$247K
3 +$143K

Top Sells

1 +$242K
2 +$122K
3 +$56.5K

Sector Composition

1 Technology 37.78%
2 Financials 18.52%
3 Industrials 9.16%
4 Healthcare 8.42%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,000