WIL

Winifred I. Li Portfolio holdings

AUM $106M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1 +$767K
2 +$707K
3 +$653K
4
ASML icon
ASML
ASML
+$490K
5
EBAY icon
eBay
EBAY
+$460K

Top Sells

1 +$894K
2 +$815K
3 +$744K
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$560K
5
BMY icon
Bristol-Myers Squibb
BMY
+$449K

Sector Composition

1 Energy 13.87%
2 Technology 12.21%
3 Financials 12.2%
4 Healthcare 11.86%
5 Industrials 11.51%