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
$310M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$33.3M
2 +$1.2M

Top Sells

1 +$6.78M

Sector Composition

1 Industrials 30.45%
2 Technology 27.43%
3 Healthcare 26.77%
4 Energy 15.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$85M 27.43%
1,650,000
2
$82.9M 26.77%
153,000
3
$61M 19.69%
315,000
-35,000
4
$47.6M 15.35%
923,310
+23,310
5
$33.3M 10.76%
+350,000