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
$191M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$413K
3
+$386K
4
MMM icon
3M
MMM
+$377K
5
ABBV icon
AbbVie
ABBV
+$369K

Top Sells

1
+$311K
2
+$134K
3
+$116K
4
DE icon
Deere & Co
DE
+$33.6K
5
FMC icon
FMC
FMC
+$33.5K

Sector Composition

1 Industrials 36.08%
2 Financials 14.8%
3 Technology 12.27%
4 Consumer Discretionary 9.32%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.14%
+1,625
52
$259K 0.14%
+6,450
53
$242K 0.13%
+3,800
54
$241K 0.13%
+3,600
55
$211K 0.11%
+900
56
$86K 0.04%
27,805
+9,525
57
$5K ﹤0.01%
11,875
1 2
3