WEC
White Elm Capital Portfolio holdings
AUM
$118M
1-Year Est. Return
42.18%
This Fund
S&P 500
1 Year Est. Return
+42.18%
AUM
$118M
AUM Growth
-$269M
(-70%)
Holding
32
Top Sells
| 1 | +$18.8M | |
| 2 | +$15.4M | |
| 3 | +$15.3M | |
| 4 |
Palo Alto Networks
PANW
|
+$14.4M |
| 5 |
Vail Resorts
MTN
|
+$13.9M |
Sector Composition
| 1 | Technology | 33.29% |
| 2 | Financials | 32.06% |
| 3 | Consumer Discretionary | 13.27% |
| 4 | Industrials | 12.92% |
| 5 | Energy | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Thermo Fisher Scientific
TMO
$195B
| – | – |
-13,700
|
|
||
27
US Foods
USFD
$20.3B
| – | – |
-309,593
|
|
||
28
Advanced Micro Devices
AMD
$325B
| – | – |
-249,900
|
|
||
29
Citigroup
C
$191B
| – | – |
-189,230
|
|
||
30
GoDaddy
GDDY
$12.4B
| – | – |
-165,997
|
|
||
|
TIF
31
DELISTED
Tiffany & Co.
TIF
| – | – |
-96,574
|
|
||
32
Huntington Bancshares
HBAN
$33.9B
| – | – |
-886,676
|
|