WIM
WIM Investment Management Portfolio holdings
AUM
$387M
1-Year Est. Return
38%
This Fund
S&P 500
1 Year Est. Return
+38%
AUM
$387M
AUM Growth
-$6.13M
(-1.6%)
Holding
26
Top Buys
| 1 | +$10.4M | |
| 2 | +$6.51M | |
| 3 | +$6.16M | |
| 4 |
Itaú Unibanco
ITUB
|
+$5.33M |
| 5 |
IonQ
IONQ
|
+$4.91M |
Top Sells
| 1 | +$20.9M | |
| 2 | +$12.3M | |
| 3 | +$8.29M | |
| 4 |
Vishay Precision Group
VPG
|
+$1.15M |
| 5 |
Intel
INTC
|
+$1.11M |
Sector Composition
| 1 | Consumer Discretionary | 37.51% |
| 2 | Technology | 23.33% |
| 3 | Financials | 21.01% |
| 4 | Communication Services | 13.33% |
| 5 | Healthcare | 2.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
XP
XP
$9.93B
| – | – |
-654,000
|
|