WAM

Wilson Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 24.75%
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$6.33M
3 +$6.15M
4
INTU icon
Intuit
INTU
+$3.32M
5
BABA icon
Alibaba
BABA
+$2.45M

Top Sells

1 +$11.9M
2 +$8.59M
3 +$8.34M
4
FCN icon
FTI Consulting
FCN
+$6.1M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$4.67M

Sector Composition

1 Financials 37.26%
2 Healthcare 25.6%
3 Technology 15.83%
4 Industrials 12.07%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-97,996
27
-30,908
28
-100,358