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
51
$1.33M 0.08%
+32,995
52
$1.2M 0.08%
+30,600
53
$1.15M 0.07%
+17,000
54
$1.1M 0.07%
+10,490
55
$1.09M 0.07%
+20,700
56
$1.08M 0.07%
+47,194
57
$1.07M 0.07%
+4,020
58
$951K 0.06%
+3,015
59
$869K 0.06%
+9,000
60
$732K 0.05%
+9,000
61
$633K 0.04%
+6,120
62
$594K 0.04%
+28,025
63
$585K 0.04%
+2,580
64
$538K 0.03%
+3,162
65
$513K 0.03%
+2,450
66
$477K 0.03%
+8,208
67
$463K 0.03%
+2,895
68
$430K 0.03%
+51,267
69
$426K 0.03%
+1,445
70
$420K 0.03%
+1,500
71
$376K 0.02%
+2,775
72
$372K 0.02%
+2,800
73
$353K 0.02%
+2,192
74
$342K 0.02%
+9,446
75
$320K 0.02%
+1,347
1 2
3
4