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
$226M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$39.9M
2 +$17.4M
3 +$12M
4
COMP icon
Compass
COMP
+$8.7M
5
FERG icon
Ferguson
FERG
+$100K

Sector Composition

1 Industrials 40.58%
2 Healthcare 31.96%
3 Financials 27.46%
4 Consumer Staples 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$91.6M 40.58%
474,482
-518
2
$72.1M 31.96%
153,000
-37,000
3
$62M 27.46%
2,600,000
4
-3,000,000
5
-377,761
6
-2,895,932