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
$283M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$81.8M
2 +$45.3M

Top Sells

1 +$62M
2 +$27.2M

Sector Composition

1 Technology 28.92%
2 Healthcare 28.05%
3 Industrials 27.03%
4 Energy 16%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$81.8M 28.92%
+1,650,000
2
$79.3M 28.05%
153,000
3
$76.5M 27.03%
350,000
-124,482
4
$45.3M 16%
+900,000
5
-2,600,000