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WGAM

Wilkinson Global Asset Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
-$662K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.95M
3
+$7.86M
4
TXN icon
Texas Instruments
TXN
+$4.55M
5
LIN icon
Linde
LIN
+$2.67M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$4.97M
5
JPM icon
JPMorgan Chase
JPM
+$3.66M

Sector Composition

1 Technology 38.33%
2 Financials 17.03%
3 Consumer Discretionary 13.29%
4 Industrials 12.94%
5 Materials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 0.89%
100,977
+1,727
27
$12.4M 0.78%
+37,699
28
$11.8M 0.74%
20,710
+204
29
$4.06M 0.26%
17,542
-363
30
$3.96M 0.25%
8,165
31
$3.17M 0.2%
6,312
-133
32
$2.63M 0.17%
8,655
33
$2.55M 0.16%
30,400
34
$2.54M 0.16%
13,675
-645
35
$2.48M 0.16%
22,028
-615
36
$2.16M 0.14%
25,705
-1,880
37
$1.96M 0.12%
7,800
38
$1.34M 0.08%
9,182
-96,215
39
$1.21M 0.08%
231,999
+5,714
40
$1.03M 0.06%
2,890
-25
41
$807K 0.05%
9,000
42
$666K 0.04%
17,000
43
$636K 0.04%
4,174
-791
44
$540K 0.03%
2,222
-585
45
$528K 0.03%
226
+5
46
$524K 0.03%
714
+60
47
$515K 0.03%
2,115
48
$450K 0.03%
465
49
$441K 0.03%
15,330
50
$436K 0.03%
3,050
1
2
3