WGAM

Wilkinson Global Asset Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 16.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$27.7M
3
+$11.3M
4
COIN icon
Coinbase
COIN
+$6.12M
5
KNSL icon
Kinsale Capital Group
KNSL
+$5.84M

Top Sells

1
+$51.8M
2
+$25M
3
+$23.3M
4
YETI icon
Yeti Holdings
YETI
+$14.3M
5
JPM icon
JPMorgan Chase
JPM
+$14.1M

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
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77
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-8,188
78
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79
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-11,445
80
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-73,186
81
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-28,765
82
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-10,400
83
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-432,152
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