WPP

Whalerock Point Partners Portfolio holdings

AUM $526M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
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 +$62.3M
2 +$6.47M
3 +$6.33M
4
BRKL
Brookline Bancorp
BRKL
+$4.66M
5
TGT icon
Target
TGT
+$4.59M

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