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
$1.59B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$11M
3
+$7.38M
4
AMGN icon
Amgen
AMGN
+$6.96M
5
BLDR icon
Builders FirstSource
BLDR
+$1.29M

Top Sells

1
+$6.9M
2
+$6.43M
3
+$5.77M
4
TM icon
Toyota
TM
+$4.78M
5
JPM icon
JPMorgan Chase
JPM
+$4.7M

Sector Composition

1 Technology 31.47%
2 Consumer Discretionary 18.86%
3 Industrials 13.9%
4 Financials 13.83%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.04%
17,000
52
$606K 0.04%
174,184
+15,789
53
$603K 0.04%
3,600
-503
54
$585K 0.04%
3,845
-2,400
55
$582K 0.04%
2,450
56
$517K 0.03%
1,065
-675
57
$500K 0.03%
1,905
58
$476K 0.03%
11,445
59
$472K 0.03%
3,690
60
$454K 0.03%
1,710
61
$446K 0.03%
460
62
$434K 0.03%
3,380
+400
63
$426K 0.03%
3,345
-93
64
$423K 0.03%
4,494
-990
65
$414K 0.03%
6,113
-1,060
66
$405K 0.03%
521
67
$382K 0.02%
1,405
-900
68
$373K 0.02%
10,400
69
$373K 0.02%
2,507
-1,605
70
$370K 0.02%
1,793
71
$356K 0.02%
4,035
72
$337K 0.02%
93
-56
73
$333K 0.02%
2,050
74
$299K 0.02%
+198
75
$298K 0.02%
7,650
1 2
3
4