WGAM

Wilkinson Global Asset Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$96.9M
3
+$92.3M
4
DIS icon
Walt Disney
DIS
+$87.1M
5
JPM icon
JPMorgan Chase
JPM
+$87.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.18%
2 Consumer Discretionary 15.35%
3 Financials 14.71%
4 Healthcare 10.38%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.1M 1.78%
+178,457
27
$27.3M 1.72%
+418,135
28
$24.7M 1.56%
+258,490
29
$23.1M 1.46%
+108,070
30
$23M 1.45%
+274,445
31
$21.5M 1.36%
+180,425
32
$3.68M 0.23%
+22,395
33
$3.52M 0.22%
+46,520
34
$3.37M 0.21%
+31,093
35
$3.02M 0.19%
+17,680
36
$2.83M 0.18%
+7,550
37
$2.81M 0.18%
+5,745
38
$2.75M 0.17%
+37,440
39
$2.31M 0.15%
+8,840
40
$2.28M 0.14%
+10,155
41
$2.23M 0.14%
+8,740
42
$2.17M 0.14%
+11,400
43
$2.15M 0.14%
+10,250
44
$1.94M 0.12%
+20,865
45
$1.87M 0.12%
+9,255
46
$1.82M 0.12%
+11,050
47
$1.78M 0.11%
+12,885
48
$1.68M 0.11%
+50,885
49
$1.54M 0.1%
+5,880
50
$1.51M 0.1%
+27,131
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