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
$301M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.7M
3
+$3.37M
4
MP icon
MP Materials
MP
+$2.39M
5
COIN icon
Coinbase
COIN
+$2.07M

Top Sells

1
+$11.1M
2
+$3.59M
3
+$2.74M
4
LSCC icon
Lattice Semiconductor
LSCC
+$619K

Sector Composition

1 Consumer Discretionary 39.81%
2 Technology 29.28%
3 Communication Services 15.59%
4 Industrials 11.69%
5 Financials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
1
Tesla
TSLA
$1.42T
$88.1M 29.28%
277,430
META icon
2
Meta Platforms (Facebook)
META
$1.54T
$46.9M 15.59%
63,580
+9,180
NET icon
3
Cloudflare
NET
$79.3B
$46.5M 15.44%
237,249
UBER icon
4
Uber
UBER
$194B
$21.2M 7.05%
227,588
NVDA icon
5
NVIDIA
NVDA
$4.67T
$17.5M 5.83%
111,000
ROK icon
6
Rockwell Automation
ROK
$44.3B
$17.1M 5.68%
51,500
PDD icon
7
Pinduoduo
PDD
$193B
$16.5M 5.49%
157,968
-106,500
TCOM icon
8
Trip.com Group
TCOM
$48.3B
$15.2M 5.04%
258,550
+57,450
HON icon
9
Honeywell
HON
$128B
$6.71M 2.23%
28,800
PH icon
10
Parker-Hannifin
PH
$108B
$5.79M 1.92%
8,290
R icon
11
Ryder
R
$7B
$5.58M 1.85%
35,100
ITUB icon
12
Itaú Unibanco
ITUB
$82.5B
$4.7M 1.56%
+692,500
MP icon
13
MP Materials
MP
$10.4B
$2.39M 0.79%
+71,700
COIN icon
14
Coinbase
COIN
$81.4B
$2.07M 0.69%
+5,900
PLTR icon
15
Palantir
PLTR
$433B
$1.78M 0.59%
+13,030
VPG icon
16
Vishay Precision Group
VPG
$440M
$1.11M 0.37%
+39,553
GRAL
17
GRAIL Inc
GRAL
$3.06B
$1.08M 0.36%
21,000
AA icon
18
Alcoa
AA
$10.2B
$696K 0.23%
+23,600
QCOM icon
19
Qualcomm
QCOM
$189B
– –
-23,346
LSCC icon
20
Lattice Semiconductor
LSCC
$9.12B
– –
-11,800
EPAM icon
21
EPAM Systems
EPAM
$9.95B
– –
-16,200