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
$268M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$756K
2 +$335K
3 +$317K
4
FMC icon
FMC
FMC
+$301K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$290K

Top Sells

1 +$546K
2 +$461K
3 +$450K
4
KEYS icon
Keysight
KEYS
+$335K
5
ABT icon
Abbott
ABT
+$289K

Sector Composition

1 Industrials 33.07%
2 Technology 18.33%
3 Financials 15.06%
4 Consumer Discretionary 10.6%
5 Healthcare 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,000
52
-2,450
53
-850
54
-2,000
55
-5,580