WPP
Whalerock Point Partners Portfolio holdings
AUM
$463M
This Quarter Return
+2.89%
1 Year Return
+18.05%
3 Year Return
+96.01%
5 Year Return
+161.07%
10 Year Return
–
AUM
$242M
AUM Growth
–
Cap. Flow
+$242M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.25%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$74.4M |
| 2 |
Apple
AAPL
|
$7.07M |
| 3 |
Johnson & Johnson
JNJ
|
$5.97M |
| 4 |
INNOVATE Corp
VATE
|
$5.89M |
| 5 |
Exxon Mobil
XOM
|
$5.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 40.35% |
| 2 | Healthcare | 13.76% |
| 3 | Industrials | 7.82% |
| 4 | Technology | 6.94% |
| 5 | Consumer Staples | 6.11% |
