WM

WS Management Portfolio holdings

AUM $748M
1-Year Est. Return 56.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4B
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$45.9M
3
+$33.9M
4
P
Pandora Media Inc
P
+$29.9M
5
CDE icon
Coeur Mining
CDE
+$8.43M

Top Sells

1
+$62.1M
2
+$30.4M
3
+$26.6M
4
PSX icon
Phillips 66
PSX
+$21.5M
5
KS
KapStone Paper and Pack Corp.
KS
+$21.1M

Sector Composition

1 Financials 46.73%
2 Consumer Discretionary 16.64%
3 Materials 5.95%
4 Technology 5.79%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
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