WRM

Weybosset Research & Management Portfolio holdings

AUM $324M
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$211K
2 +$57.5K
3 +$8.97K
4
MSFT icon
Microsoft
MSFT
+$6.68K
5
AAPL icon
Apple
AAPL
+$5.94K

Top Sells

1 +$2.4M
2 +$2.15M
3 +$1.66M
4
GD icon
General Dynamics
GD
+$1.55M
5
HOG icon
Harley-Davidson
HOG
+$1.5M

Sector Composition

1 Industrials 31.37%
2 Financials 12.62%
3 Consumer Staples 12.07%
4 Healthcare 11.38%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-242,279
52
-7,997