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
$865M
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$9.06M
2 +$7.01M
3 +$5.47M
4
LILAK icon
Liberty Latin America Class C
LILAK
+$4.89M
5
BEAV
B/E Aerospace Inc
BEAV
+$3.76M

Top Sells

1 +$18.7M
2 +$16.5M
3 +$13.2M
4
AMZN icon
Amazon
AMZN
+$11.6M
5
SBAC icon
SBA Communications
SBAC
+$9.17M

Sector Composition

1 Consumer Discretionary 26.67%
2 Communication Services 19.38%
3 Technology 13.09%
4 Financials 12.48%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.06M 1.05%
+358,200
27
$2.26M 0.26%
+77,900
28
-216,506