WM
Wishbone Management Portfolio holdings
AUM
$186M
1-Year Est. Return
3.96%
1 Year Est. Return
-3.96%
AUM
$186M
AUM Growth
-$35M
(-16%)
Holding
5
Sector Composition
| 1 | Technology | 69.82% |
| 2 | Industrials | 30.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Avnet
AVT
$4.01B
| $67.4M | 36.26% |
1,290,000
|
|
||
2
Copa Holdings
CPA
$4.83B
| $56.1M | 30.18% |
472,500
|
|
||
3
Lightspeed Commerce
LSPD
$1.58B
| $47.3M | 25.45% |
4,098,304
-238,422
|
|
||
4
EPAM Systems
EPAM
$11.5B
| $15.1M | 8.11% |
+100,000
|
|
||
5
Microsoft
MSFT
$3.66T
| – | – |
-100,000
|
|