WEC
White Elm Capital Portfolio holdings
AUM
$118M
1-Year Est. Return
42.24%
1 Year Est. Return
+42.24%
AUM
$118M
AUM Growth
-$269M
(-70%)
Holding
32
Top Sells
| 1 | +$19.2M | |
| 2 | +$17.5M | |
| 3 | +$16M | |
| 4 |
Palo Alto Networks
PANW
|
+$14.4M |
| 5 |
Mastercard
MA
|
+$14.4M |
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
Advanced Micro Devices
AMD
$355B
| – | – |
-249,900
|
|
||
27
Citigroup
C
$195B
| – | – |
-189,230
|
|
||
28
GoDaddy
GDDY
$17.4B
| – | – |
-165,997
|
|
||
|
29
Palo Alto Networks
PANW
$139B
| – | – |
-422,628
|
|
||
30
Thermo Fisher Scientific
TMO
$215B
| – | – |
-13,700
|
|
||
31
US Foods
USFD
$16.8B
| – | – |
-309,593
|
|
||
|
TIF
32
DELISTED
Tiffany & Co.
TIF
| – | – |
-96,574
|
|