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
$493M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$702K
2 +$380K
3 +$376K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$312K
5
INDB icon
Independent Bank
INDB
+$307K

Top Sells

1 +$3.54M
2 +$3.2M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.06M
5
MET.PRE icon
MetLife Inc 5.625% Series E Preferred Stock
MET.PRE
+$944K

Sector Composition

1 Technology 32.01%
2 Financials 14.85%
3 Communication Services 10.54%
4 Consumer Discretionary 9.36%
5 Consumer Staples 6.5%