We are live on
!
Find out more
WM
Wishbone Management Portfolio holdings
AUM
$136M
1-Year Est. Return
37.65%
This Fund
S&P 500
1 Year Est. Return
+37.65%
AUM
$136M
AUM Growth
-$98.6M
(-42%)
Holding
7
Top Sells
| 1 | +$61.5M | |
| 2 | +$36.2M | |
| 3 | +$33.8M | |
| 4 |
Avnet
AVT
|
+$17.5M |
Sector Composition
| 1 | Technology | 60.41% |
| 2 | Industrials | 39.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Copa Holdings
CPA
$5.24B
| $53.7M | 39.59% |
472,500
|
|
||
|
2
Avnet
AVT
$7B
| $40.4M | 29.77% |
655,000
-295,000
|
|
||
3
Roper Technologies
ROP
$33.7B
| $31.8M | 23.49% |
+90,000
|
|
||
4
Microchip Technology
MCHP
$50.4B
| $9.69M | 7.15% |
+150,000
|
|
||
5
Accenture
ACN
$103B
| – | – |
-135,000
|
|
||
6
EPAM Systems
EPAM
$4.86B
| – | – |
-300,000
|
|
||
7
Lightspeed Commerce
LSPD
$1.31B
| – | – |
-2,800,000
|
|