WM

Wishbone Management Portfolio holdings

AUM $221M
1-Year Est. Return 6.3%
This Quarter Est. Return
1 Year Est. Return
-6.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$7.75M

Top Sells

1
+$28.8M

Sector Composition

1 Technology 76.48%
2 Industrials 23.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVT icon
1
Avnet
AVT
$4.19B
$68.5M 30.99%
1,290,000
CPA icon
2
Copa Holdings
CPA
$5.2B
$52M 23.52%
472,500
LSPD icon
3
Lightspeed Commerce
LSPD
$1.64B
$50.8M 22.98%
4,336,726
+661,726
MSFT icon
4
Microsoft
MSFT
$3.89T
$49.7M 22.51%
+100,000
FERG icon
5
Ferguson
FERG
$50B
– –
-179,697