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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
51
$386K 0.02%
2,450
52
$381K 0.02%
2,453
-1,092
53
$354K 0.02%
2,224
54
$353K 0.02%
+1,320
55
$320K 0.02%
420
56
$303K 0.02%
2,700
57
$301K 0.02%
4,035
58
$284K 0.02%
1,833
59
$270K 0.02%
4,870
+1,490
60
$262K 0.02%
4,140
-1,210
61
$254K 0.02%
2,120
+80
62
$245K 0.02%
2,695
63
$213K 0.01%
2,250
64
$208K 0.01%
225
-5
65
$206K 0.01%
+2,034
66
$118K 0.01%
10,000
67
– –
-1,065
68
– –
-1,370
69
– –
-10,640
70
– –
-940
71
– –
-2,580
72
– –
-8,035
73
– –
-4,280
1 2
3