WIM

WIM Investment Management Portfolio holdings

AUM $393M
1-Year Est. Return 72.44%
This Quarter Est. Return
1 Year Est. Return
+72.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$17.6M
3
+$12.3M
4
INTR icon
Inter&Co
INTR
+$9.06M
5
GRAL
GRAIL Inc
GRAL
+$2.48M

Top Sells

1
+$17.1M
2
+$6.71M
3
+$5.79M
4
R icon
Ryder
R
+$5.58M
5
MP icon
MP Materials
MP
+$3.41M

Sector Composition

1 Consumer Discretionary 41.65%
2 Technology 25.38%
3 Financials 19.69%
4 Communication Services 11.98%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
1
Tesla
TSLA
$1.58T
$123M 31.39%
277,430
NET icon
2
Cloudflare
NET
$68.9B
$48.9M 12.43%
227,749
-9,500
META icon
3
Meta Platforms (Facebook)
META
$1.63T
$46.7M 11.88%
63,580
COIN icon
4
Coinbase
COIN
$67.5B
$31.4M 7.98%
92,916
+87,016
UBER icon
5
Uber
UBER
$170B
$23.3M 5.94%
238,188
+10,600
PDD icon
6
Pinduoduo
PDD
$157B
$20.9M 5.31%
157,968
NVDA icon
7
NVIDIA
NVDA
$4.28T
$20.7M 5.27%
111,000
TCOM icon
8
Trip.com Group
TCOM
$46.7B
$19.4M 4.95%
258,550
FIGR
9
Figure Technology Solutions
FIGR
$8.15B
$17.6M 4.49%
+485,286
XP icon
10
XP
XP
$9.13B
$12.3M 3.13%
+654,000
INTR icon
11
Inter&Co
INTR
$3.78B
$9.06M 2.3%
+981,400
ITUB icon
12
Itaú Unibanco
ITUB
$79.8B
$7.04M 1.79%
958,500
+266,000
PLTR icon
13
Palantir
PLTR
$437B
$4.57M 1.16%
25,030
+12,000
GRAL
14
GRAIL Inc
GRAL
$3.55B
$3.73M 0.95%
63,000
+42,000
MP icon
15
MP Materials
MP
$9.44B
$1.4M 0.36%
20,925
-50,775
VPG icon
16
Vishay Precision Group
VPG
$505M
$1.15M 0.29%
35,916
-3,637
INTC icon
17
Intel
INTC
$179B
$1.11M 0.28%
+32,952
SATS icon
18
EchoStar
SATS
$29.9B
$397K 0.1%
+5,200
AA icon
19
Alcoa
AA
$11.8B
– –
-23,600
HON icon
20
Honeywell
HON
$125B
– –
-28,800
PH icon
21
Parker-Hannifin
PH
$111B
– –
-8,290
R icon
22
Ryder
R
$7.7B
– –
-35,100
ROK icon
23
Rockwell Automation
ROK
$45.1B
– –
-51,500