WEC

White Elm Capital Portfolio holdings

AUM $118M
1-Year Est. Return 42.24%
This Quarter Est. Return
1 Year Est. Return
+42.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$66.5M
2 +$65.6M
3 +$58M
4
SBAC icon
SBA Communications
SBAC
+$51.3M
5
DVA icon
DaVita
DVA
+$45.7M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 19.07%
2 Financials 16.73%
3 Consumer Discretionary 13.96%
4 Communication Services 13.54%
5 Technology 13.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$11.6M 1.45%
+27,491
27
$9.94M 1.24%
+319,600