WAM
Wood Asset Management Portfolio holdings
AUM
$99.6M
This Quarter Return
+2.67%
1 Year Return
+18.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$376M
AUM Growth
–
Cap. Flow
+$376M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.75%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$11.9M |
| 2 |
JPMorgan Chase
JPM
|
$11.6M |
| 3 |
GE Aerospace
GE
|
$11.5M |
| 4 |
Exxon Mobil
XOM
|
$9.48M |
| 5 |
Merck
MRK
|
$9.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 22.82% |
| 2 | Healthcare | 17.53% |
| 3 | Technology | 13.12% |
| 4 | Energy | 11.62% |
| 5 | Industrials | 8.74% |
