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
$435M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$90.1M
2
+$76.7M
3
+$54.9M
4
UBER icon
Uber
UBER
+$54.6M
5
UNH icon
UnitedHealth
UNH
+$45.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 51.14%
2 Technology 12.59%
3 Industrials 12.4%
4 Communication Services 12.05%
5 Healthcare 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 23.42%
+480,000
2
$74.3M 17.1%
+822,638
3
$54.7M 12.59%
+1,840,000
4
$53.9M 12.4%
+725,382
5
$51.4M 11.83%
+175,000
6
$27.1M 6.24%
+320,536
7
$25.2M 5.8%
+580,000
8
$24.3M 5.59%
+690,000
9
$21.9M 5.03%
+493,586