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
$985M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$17.2M
3 +$12.8M
4
BEAV
B/E Aerospace Inc
BEAV
+$10.5M
5
VRSK icon
Verisk Analytics
VRSK
+$9.66M

Top Sells

1 +$24.7M
2 +$23.8M
3 +$11.1M
4
META icon
Meta Platforms (Facebook)
META
+$9.18M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$3.33M

Sector Composition

1 Communication Services 21.3%
2 Consumer Discretionary 21.27%
3 Technology 11.28%
4 Industrials 11.14%
5 Real Estate 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12.2M 1.24%
226,500
+86,500
27
0