WPP

Whalerock Point Partners Portfolio holdings

AUM $518M
1-Year Est. Return 25.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
-$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$1.1M
3 +$1.1M
4
TRGP icon
Targa Resources
TRGP
+$954K
5
PANW icon
Palo Alto Networks
PANW
+$855K

Top Sells

1 +$461K
2 +$416K
3 +$375K
4
UNH icon
UnitedHealth
UNH
+$332K
5
BKNG icon
Booking.com
BKNG
+$241K

Sector Composition

1 Technology 26.98%
2 Financials 13.1%
3 Communication Services 11.07%
4 Consumer Discretionary 8.48%
5 Industrials 7.62%