WCM

Whitefort Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 26.37%
This Quarter Est. Return
1 Year Est. Return
+26.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.1M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$2.19M
3 +$1.76M
4
KG
Kestrel Group
KG
+$1.11M
5
OMEX icon
Odyssey Marine Exploration
OMEX
+$1.02M

Top Sells

1 +$9.12M
2 +$6.16M
3 +$4.67M
4
AEAE
AltEnergy Acquisition Corp
AEAE
+$3.98M
5
CRHC
Cohn Robbins Holdings Corp.
CRHC
+$3.42M

Sector Composition

1 Industrials 21.49%
2 Technology 21.38%
3 Financials 16.8%
4 Communication Services 10.26%
5 Materials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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32
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34
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39
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