WM

WS Management Portfolio holdings

AUM $573M
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$7.97M
3 +$6.58M
4
CTLT
CATALENT, INC.
CTLT
+$4.34M
5
LAMR icon
Lamar Advertising Co
LAMR
+$3.7M

Top Sells

1 +$6.66M
2 +$4.44M
3 +$2.78M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.75M
5
SLN
Silence Therapeutics
SLN
+$155K

Sector Composition

1 Financials 24.31%
2 Technology 19.43%
3 Consumer Staples 6.47%
4 Consumer Discretionary 6.39%
5 Materials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
0
53
-25,000
54
0
55
0
56
-60,900
57
0