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
$279M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$6.57M

Top Sells

1 +$20.8M
2 +$7.8M

Sector Composition

1 Technology 32.1%
2 Industrials 29.05%
3 Healthcare 25.7%
4 Energy 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$89.6M 32.1%
1,650,000
2
$71.8M 25.7%
138,000
-15,000
3
$41.7M 14.94%
210,000
-105,000
4
$39.4M 14.12%
420,000
+70,000
5
$36.7M 13.14%
923,310