WP

WMS Partners Portfolio holdings

AUM $1.78B
1-Year Est. Return 11.79%
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$9.93M
2 +$2.02M
3 +$891K
4
FTV icon
Fortive
FTV
+$756K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$548K

Top Sells

1 +$9.42M
2 +$6.53M
3 +$741K
4
DHR icon
Danaher
DHR
+$694K
5
ANSS
Ansys
ANSS
+$560K

Sector Composition

1 Industrials 15.57%
2 Technology 14.94%
3 Healthcare 12.86%
4 Financials 7.78%
5 Real Estate 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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