WP

WMS Partners Portfolio holdings

AUM $1.78B
1-Year Est. Return 11.8%
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$48.9M
3
+$19.1M
4
V icon
Visa
V
+$13.7M
5
TROW icon
T. Rowe Price
TROW
+$10.5M

Top Sells

1
+$4.76M
2
+$2.83M
3
+$1.8M
4
MA icon
Mastercard
MA
+$1.5M
5
SPGI icon
S&P Global
SPGI
+$1.09M

Sector Composition

1 Technology 16.04%
2 Financials 8.94%
3 Healthcare 8.47%
4 Consumer Staples 6.02%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
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