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
$211M
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M

Top Sells

1 +$36.7M
2 +$5.26M

Sector Composition

1 Technology 41.01%
2 Industrials 32.35%
3 Healthcare 26.64%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$86.3M 41.01%
1,650,000
2
$56.1M 26.64%
152,000
+14,000
3
$36.9M 17.53%
420,000
4
$31.2M 14.82%
179,697
-30,303
5
-923,310