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
$1.2B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$14M
3
+$7.42M
4
AMGN icon
Amgen
AMGN
+$2.15M
5
PGR icon
Progressive
PGR
+$1.18M

Top Sells

1
+$18.5M
2
+$12.9M
3
+$8.41M
4
ACN icon
Accenture
ACN
+$6.22M
5
ZTS icon
Zoetis
ZTS
+$4.5M

Sector Composition

1 Technology 29.42%
2 Financials 18.36%
3 Consumer Discretionary 16.12%
4 Industrials 14.9%
5 Healthcare 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.06%
9,000
52
$650K 0.05%
4,103
53
$570K 0.05%
6,460
54
$564K 0.05%
6,360
55
$551K 0.05%
3,250
56
$535K 0.04%
2,310
-40
57
$504K 0.04%
3,890
58
$489K 0.04%
1,500
59
$486K 0.04%
7,173
60
$458K 0.04%
2,005
61
$451K 0.04%
3,300
62
$442K 0.04%
9,390
-170
63
$411K 0.03%
4,835
64
$406K 0.03%
3,438
65
$401K 0.03%
2,450
66
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8,164
67
$353K 0.03%
2,330
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68
$327K 0.03%
6,995
69
$322K 0.03%
10,400
70
$318K 0.03%
2,645
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71
$310K 0.03%
7,864
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72
$301K 0.03%
4,035
73
$300K 0.03%
149
74
$290K 0.02%
1,603
75
$280K 0.02%
3,421
1 2
3
4