WAM

Wilsey Asset Management Portfolio holdings

AUM $545M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$993K
2 +$689K
3 +$601K
4
MPW icon
Medical Properties Trust
MPW
+$529K
5
T icon
AT&T
T
+$453K

Top Sells

1 +$1.08M
2 +$948K
3 +$794K
4
FDX icon
FedEx
FDX
+$556K
5
ATVI
Activision Blizzard
ATVI
+$481K

Sector Composition

1 Financials 20.73%
2 Technology 17.24%
3 Consumer Discretionary 15.05%
4 Consumer Staples 13.17%
5 Real Estate 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,379
27
-3,652