WIM

Wingspan Investment Management Portfolio holdings

AUM $125M
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.4M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$46.3M
2 +$4.04M
3 +$332K
4
I
INTELSAT S. A.
I
+$119K

Top Sells

1 +$19.3M
2 +$14.9M
3 +$14.3M
4
STNG icon
Scorpio Tankers
STNG
+$10.2M
5
VER
VEREIT, Inc.
VER
+$3.96M

Sector Composition

1 Energy 63%
2 Communication Services 9.98%
3 Utilities 8.09%
4 Materials 0.38%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-171,768