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
$288K
AUM Growth
-$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$681K
2 +$414K
3 +$317K
4
STZ icon
Constellation Brands
STZ
+$209K
5
NRG icon
NRG Energy
NRG
+$206K

Top Sells

1 +$8.05M
2 +$1.04M
3 +$709K
4
AGM icon
Federal Agricultural Mortgage
AGM
+$676K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$512K

Sector Composition

1 Technology 24.11%
2 Industrials 17.67%
3 Consumer Staples 14.13%
4 Financials 13.2%
5 Materials 12.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-16,289