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
$2.28B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1 +$35.4M
2 +$28.8M
3 +$22M
4
EIGI
Endurance International Group Holdings, Inc.
EIGI
+$14.2M
5
FLEX icon
Flex
FLEX
+$12.9M

Top Sells

1 +$58.2M
2 +$35.3M
3 +$21.5M
4
WFC icon
Wells Fargo
WFC
+$21.3M
5
P
Pandora Media Inc
P
+$17.9M

Sector Composition

1 Financials 47.96%
2 Consumer Discretionary 16.68%
3 Energy 7.03%
4 Materials 5.56%
5 Technology 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
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57
-13,500
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-70,000
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-925,000
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64
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