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
$836M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$45.2M
3
+$13.9M
4
NEM icon
Newmont
NEM
+$10.3M
5
RGNX icon
Regenxbio
RGNX
+$6.27M

Top Sells

1
+$27.7M
2
+$5.39M
3
+$4.96M
4
NFLX icon
Netflix
NFLX
+$4.82M
5
MPC icon
Marathon Petroleum
MPC
+$4.24M

Sector Composition

1 Financials 17.73%
2 Materials 12.18%
3 Technology 10.51%
4 Communication Services 7.24%
5 Consumer Staples 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
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