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
$242M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$9.02M
2 +$2.14M
3 +$752K
4
HXL icon
Hexcel
HXL
+$553K
5
MSFT icon
Microsoft
MSFT
+$477K

Top Sells

1 +$9.55M
2 +$2.16M
3 +$313K
4
DE icon
Deere & Co
DE
+$150K
5
AAPL icon
Apple
AAPL
+$58K

Sector Composition

1 Industrials 34.45%
2 Technology 16.85%
3 Financials 14.46%
4 Consumer Discretionary 9.73%
5 Healthcare 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-369,711
52
-73,470