WRM

Weybosset Research & Management Portfolio holdings

AUM $310M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$204K
3
+$190K
4
FMC icon
FMC
FMC
+$160K
5
GE icon
GE Aerospace
GE
+$154K

Top Sells

1
+$340K
2
+$211K
3
+$206K
4
CPRT icon
Copart
CPRT
+$114K
5
AAPL icon
Apple
AAPL
+$47.8K

Sector Composition

1 Industrials 30.88%
2 Financials 15.21%
3 Technology 12.55%
4 Consumer Discretionary 12.02%
5 Healthcare 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$204K 0.12%
+3,384
52
$154K 0.09%
+2,843
53
$84K 0.05%
+14,000
54
$36K 0.02%
+17,250
55
– –
-3,675
56
– –
-1,212
57
– –
-5,380
1 2
3