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
$355M
AUM Growth
-$534M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$529K
3
+$426K
4
PFE icon
Pfizer
PFE
+$416K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$391K

Top Sells

1
+$33M
2
+$31.8M
3
+$28.8M
4
ECL icon
Ecolab
ECL
+$27.1M
5
CSCO icon
Cisco
CSCO
+$19M

Sector Composition

1 Technology 12.43%
2 Financials 10.87%
3 Consumer Staples 9.28%
4 Healthcare 8.34%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
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