WRM

Weybosset Research & Management Portfolio holdings

AUM $291M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$53K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$522K
2 +$450K
3 +$240K
4
BX icon
Blackstone
BX
+$233K
5
KO icon
Coca-Cola
KO
+$212K

Top Sells

1 +$304K
2 +$213K
3 +$208K
4
CPRT icon
Copart
CPRT
+$148K
5
ABBV icon
AbbVie
ABBV
+$140K

Sector Composition

1 Industrials 34.86%
2 Technology 17.05%
3 Financials 14.92%
4 Consumer Discretionary 10.06%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$205K 0.08%
3,300
52
-38,470