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
$167M
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$4.85M

Top Sells

1
+$56.1M
2
+$17.3M

Sector Composition

1 Technology 56.51%
2 Industrials 43.49%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVT icon
1
Avnet
AVT
$4.16B
$62M 37.22%
1,290,000
-360,000
CPA icon
2
Copa Holdings
CPA
$5.16B
$43.7M 26.21%
472,500
+52,500
LSPD icon
3
Lightspeed Commerce
LSPD
$1.71B
$32.2M 19.29%
+3,675,000
FERG icon
4
Ferguson
FERG
$50.4B
$28.8M 17.28%
179,697
ELV icon
5
Elevance Health
ELV
$76.1B
– –
-152,000