WAM

Wood Asset Management Portfolio holdings

AUM $99.6M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$5.59M
3
+$5.49M
4
AAPL icon
Apple
AAPL
+$3.54M
5
C icon
Citigroup
C
+$3.53M

Top Sells

1
+$8.66M
2
+$5.67M
3
+$4.81M
4
SU icon
Suncor Energy
SU
+$3.06M
5
PX
Praxair Inc
PX
+$2.72M

Sector Composition

1 Financials 23.53%
2 Healthcare 17.57%
3 Technology 16.01%
4 Energy 10.94%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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