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
$474M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$18.4M
3
+$9.73M
4
UBER icon
Uber
UBER
+$7.3M
5
SFIX icon
Stitch Fix
SFIX
+$6.6M

Top Sells

1
+$42.5M
2
+$23.5M
3
+$22.7M
4
JD icon
JD.com
JD
+$6.21M
5
ANGI icon
Angi Inc
ANGI
+$3M

Sector Composition

1 Consumer Discretionary 52.5%
2 Communication Services 15.1%
3 Healthcare 12.83%
4 Technology 9.43%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.6M 19.54%
315,000
-80,000
2
$60.8M 12.83%
195,000
3
$49.9M 10.52%
1,550,000
+50,000
4
$44.7M 9.43%
1,225,000
+200,000
5
$42.9M 9.06%
+3,600,000
6
$31.6M 6.68%
485,000
+60,000
7
$29.7M 6.26%
386,870
+48,358
8
$28.7M 6.06%
370,000
-80,000
9
$28.1M 5.93%
1,300,000
+450,000
10
$27.9M 5.89%
1,600,000
+279,656
11
$18.4M 3.88%
+1,174,600
12
$12M 2.53%
108,000
-27,000
13
$6.6M 1.39%
+243,117
14
– –
-1,728,000
15
– –
-214,992