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WM

Wishbone Management Portfolio holdings

AUM $136M
1-Year Est. Return 37.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M

Top Sells

1
+$49.7M
2
+$2.92M

Sector Composition

1 Technology 69.82%
2 Industrials 30.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.4M 36.26%
1,290,000
2
$56.1M 30.18%
472,500
3
$47.3M 25.45%
4,098,304
-238,422
4
$15.1M 8.11%
+100,000
5
– –
-100,000