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
$125M
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$243K
3
+$214K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.7K

Top Sells

1
+$100M
2
+$7.08M
3
+$4.1M
4
V icon
Visa
V
+$2.5M
5
VATE icon
INNOVATE Corp
VATE
+$2.44M

Sector Composition

1 Financials 15.22%
2 Healthcare 13.75%
3 Technology 12.69%
4 Industrials 9.45%
5 Consumer Staples 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
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