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

Top Buys

1
+$10.1M
2
+$2.07M
3
+$1.87M
4
INGR icon
Ingredion
INGR
+$715K
5
HXL icon
Hexcel
HXL
+$520K

Top Sells

1
+$9.55M
2
+$2.16M
3
+$313K
4
DE icon
Deere & Co
DE
+$132K
5
AAPL icon
Apple
AAPL
+$61K

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
1 2
3