WIM

WIM Investment Management Portfolio holdings

AUM $301M
1-Year Est. Return 57.79%
This Quarter Est. Return
1 Year Est. Return
+57.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$47.4M
3
+$36.8M
4
NET icon
Cloudflare
NET
+$25.6M
5
NVDA icon
NVIDIA
NVDA
+$15.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 48.05%
2 Technology 46.21%
3 Industrials 3.04%
4 Communication Services 2.57%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.6M 30.52%
+277,430
2
$47.4M 19.95%
+110,241
3
$36.8M 15.47%
+272,968
4
$25.6M 10.76%
+316,332
5
$15.6M 6.56%
+128,500
6
$15.5M 6.51%
+206,088
7
$6.5M 2.73%
+24,200
8
$4.91M 2.06%
+18,080
9
$4.63M 1.95%
+384,200
10
$3.32M 1.39%
+11,760
11
$2.48M 1.04%
+14,575
12
$1.49M 0.63%
+2,600
13
$729K 0.31%
+5,000
14
$289K 0.12%
+21,000