WRM

Westport Resources Management Portfolio holdings

AUM $138M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$1.71M
3 +$1.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.06M
5
BPL
Buckeye Partners, L.P.
BPL
+$995K

Top Sells

1 +$2.55M
2 +$2.3M
3 +$1.48M
4
KMB icon
Kimberly-Clark
KMB
+$677K
5
FDO
FAMILY DOLLAR STORES
FDO
+$621K

Sector Composition

1 Energy 16.39%
2 Financials 13.2%
3 Industrials 9.61%
4 Consumer Staples 9.33%
5 Technology 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
-550