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

Top Buys

1 +$40.4K
2 +$12.8K
3 +$1.51K
4
CHRW icon
C.H. Robinson
CHRW
+$706
5
BABA icon
Alibaba
BABA
+$435

Top Sells

1 +$8.05M
2 +$709K
3 +$339K
4
WELL icon
Welltower
WELL
+$234K
5
STNE icon
StoneCo
STNE
+$214K

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