WM
Wishbone Management Portfolio holdings
AUM
$221M
This Quarter Return
+9.54%
1 Year Return
-6.3%
3 Year Return
+27.36%
5 Year Return
+15.18%
10 Year Return
–
AUM
$435M
AUM Growth
–
Cap. Flow
+$435M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
9
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$102M |
| 2 |
Wayfair
W
|
$74.3M |
| 3 |
Uber
UBER
|
$54.7M |
| 4 |
Jacobs Solutions
J
|
$53.9M |
| 5 |
UnitedHealth
UNH
|
$51.4M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alibaba
BABA
$322B
| $102M | 23.42% | +480,000 | New | +$102M |
|
|
2
Wayfair
W
$9.67B
| $74.3M | 17.1% | +822,638 | New | +$74.3M |
|
|
3
Uber
UBER
$196B
| $54.7M | 12.59% | +1,840,000 | New | +$54.7M |
|
|
4
Jacobs Solutions
J
$17.5B
| $53.9M | 12.4% | +600,000 | New | +$53.9M |
|
|
5
UnitedHealth
UNH
$281B
| $51.4M | 11.83% | +175,000 | New | +$51.4M |
|
6
Angi Inc
ANGI
$786M
| $27.1M | 6.24% | +3,205,356 | New | +$27.1M |
|
|
NBIS
7
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $25.2M | 5.8% | +580,000 | New | +$25.2M |
|
8
JD.com
JD
$44.1B
| $24.3M | 5.59% | +690,000 | New | +$24.3M |
|
9
Etsy
ETSY
$5.25B
| $21.9M | 5.03% | +493,586 | New | +$21.9M |
|