WPP

Whalerock Point Partners Portfolio holdings

AUM $493M
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$63.9M
2 +$7.08M
3 +$6.61M
4
BRKL
Brookline Bancorp
BRKL
+$4.88M
5
TGT icon
Target
TGT
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 42.63%
2 Energy 9.55%
3 Healthcare 8.36%
4 Consumer Staples 7.53%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$48K 0.03%
+5,000