WC

Whitnell & Co Portfolio holdings

AUM $326M
1-Year Est. Return 25.97%
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.6M
3 +$1.54M
4
PFE icon
Pfizer
PFE
+$1.44M
5
MCD icon
McDonald's
MCD
+$1.35M

Sector Composition

1 Technology 14.27%
2 Healthcare 12.29%
3 Financials 9.18%
4 Industrials 7.54%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WPG
276
DELISTED
Washington Prime Group Inc.
WPG
0