WRM

Weybosset Research & Management Portfolio holdings

AUM $291M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$261K
2 +$243K
3 +$224K
4
HOG icon
Harley-Davidson
HOG
+$127K
5
ARCC icon
Ares Capital
ARCC
+$121K

Top Sells

1 +$1.65M
2 +$259K
3 +$241K
4
MCD icon
McDonald's
MCD
+$212K
5
RTN
Raytheon Company
RTN
+$207K

Sector Composition

1 Industrials 30.36%
2 Consumer Staples 15.64%
3 Financials 13.45%
4 Energy 9.7%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,100