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
76
$297K 0.02%
+4,080
77
$277K 0.02%
+3,650
78
$269K 0.02%
+435
79
$257K 0.02%
+2,141
80
$244K 0.02%
+2,755
81
$242K 0.02%
+1,713
82
$237K 0.02%
+10,000
83
$228K 0.01%
+1,000
84
$226K 0.01%
+4,364
85
$213K 0.01%
+1,075
86
$204K 0.01%
+1,085
87
$201K 0.01%
+2,052
1 2 3
4