WGAM
Wilkinson Global Asset Management Portfolio holdings
AUM
$1.59B
1-Year Est. Return
15.02%
1 Year Est. Return
+15.02%
AUM
$1.59B
AUM Growth
-$8.94M
(-0.56%)
Holding
83
Top Buys
| 1 | +$65.7M | |
| 2 | +$33.1M | |
| 3 | +$11.5M | |
| 4 |
Coinbase
COIN
|
+$9.17M |
| 5 |
Kinsale Capital Group
KNSL
|
+$6.06M |
Top Sells
| 1 | +$49.3M | |
| 2 | +$24.2M | |
| 3 | +$23.3M | |
| 4 |
JPMorgan Chase
JPM
|
+$16M |
| 5 |
Yeti Holdings
YETI
|
+$14.3M |
Sector Composition
| 1 | Technology | 36.94% |
| 2 | Financials | 16.65% |
| 3 | Industrials | 13.1% |
| 4 | Consumer Discretionary | 12.97% |
| 5 | Materials | 7.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
HDFC Bank
HDB
$167B
| – | – |
-8,188
|
|
||
77
Idexx Laboratories
IDXX
$57.1B
| – | – |
-3,155
|
|
||
78
MPLX
MPLX
$57.5B
| – | – |
-11,445
|
|
||
79
Pool Corp
POOL
$9.98B
| – | – |
-73,186
|
|
||
80
Tractor Supply
TSCO
$27B
| – | – |
-28,765
|
|
||
81
Weyerhaeuser
WY
$19.5B
| – | – |
-10,400
|
|
||
|
82
Yeti Holdings
YETI
$3.95B
| – | – |
-432,152
|
|
||
83
Applied Industrial Technologies
AIT
$10.6B
| – | – |
-5,190
|
|