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
$89.9M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$8.64M
3 +$1.32M

Top Sells

1 +$3.12M
2 +$754K

Sector Composition

1 Industrials 27%
2 Financials 24.94%
3 Technology 17.51%
4 Communication Services 4.71%
5 Materials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1K ﹤0.01%
132,531
27
-2,529,295