WP

WMS Partners Portfolio holdings

AUM $1.78B
1-Year Est. Return 11.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$517K
3
+$502K
4
SWK icon
Stanley Black & Decker
SWK
+$325K
5
MS icon
Morgan Stanley
MS
+$278K

Top Sells

1
+$5.39M
2
+$2.35M
3
+$2.29M
4
AMT icon
American Tower
AMT
+$859K
5
EL icon
Estee Lauder
EL
+$838K

Sector Composition

1 Technology 16.65%
2 Industrials 13.81%
3 Healthcare 11.21%
4 Financials 9.4%
5 Real Estate 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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