WM

WS Management Portfolio holdings

AUM $652M
1-Year Est. Return 21.81%
This Quarter Est. Return
1 Year Est. Return
+21.81%
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
+$148M
2
+$50M
3
+$37.9M
4
P
Pandora Media Inc
P
+$30.4M
5
UNP icon
Union Pacific
UNP
+$7.58M

Top Sells

1
+$60.9M
2
+$30.4M
3
+$26.8M
4
KS
KapStone Paper and Pack Corp.
KS
+$21.8M
5
PSX icon
Phillips 66
PSX
+$21.5M

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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