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
$1.45B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$249K
3
+$217K
4
ABT icon
Abbott
ABT
+$212K
5
MMM icon
3M
MMM
+$200K

Top Sells

1
+$2.59M
2
+$1.41M
3
+$1.26M
4
INTU icon
Intuit
INTU
+$955K
5
AMZN icon
Amazon
AMZN
+$951K

Sector Composition

1 Technology 33.52%
2 Consumer Discretionary 18.62%
3 Financials 14%
4 Industrials 14%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.04%
4,112
+435
52
$621K 0.04%
4,103
53
$616K 0.04%
1,740
-105
54
$612K 0.04%
3,200
55
$557K 0.04%
2,305
-5
56
$529K 0.04%
149
57
$512K 0.04%
3,300
58
$511K 0.04%
5,484
-65
59
$483K 0.03%
7,173
60
$477K 0.03%
2,450
61
$446K 0.03%
3,690
62
$428K 0.03%
1,905
-100
63
$420K 0.03%
11,445
64
$399K 0.03%
3,438
-111
65
$392K 0.03%
9,380
-10
66
$375K 0.03%
1,710
67
$362K 0.03%
743
-5
68
$362K 0.03%
10,400
69
$348K 0.02%
460
70
$319K 0.02%
4,035
71
$308K 0.02%
2,980
72
$304K 0.02%
521
-50
73
$301K 0.02%
158,395
+13,333
74
$300K 0.02%
2,050
-75
75
$291K 0.02%
1,793
-45
1 2
3
4