WM

Wishbone Management Portfolio holdings

AUM $234M
1-Year Est. Return 20.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$34.3M

Top Sells

1
+$16.7M
2
+$15.4M

Sector Composition

1 Technology 75.66%
2 Industrials 24.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPAM icon
1
EPAM Systems
EPAM
$7.69B
$61.5M 26.25%
300,000
+200,000
CPA icon
2
Copa Holdings
CPA
$5.03B
$57M 24.34%
472,500
AVT icon
3
Avnet
AVT
$5B
$45.7M 19.51%
950,000
-340,000
ACN icon
4
Accenture
ACN
$124B
$36.2M 15.47%
+135,000
LSPD icon
5
Lightspeed Commerce
LSPD
$1.28B
$33.8M 14.44%
2,800,000
-1,298,304