WM

Wishbone Management Portfolio holdings

AUM $234M
1-Year Est. Return 20.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$6.81M

Top Sells

1
+$28.8M

Sector Composition

1 Technology 76.48%
2 Industrials 23.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.5M 30.99%
1,290,000
2
$52M 23.52%
472,500
3
$50.8M 22.98%
4,336,726
+661,726
4
$49.7M 22.51%
+100,000
5
– –
-179,697