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
$2.97B
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$143M
2 +$60.2M
3 +$22.4M
4
HMHC
Houghton Mifflin Harcourt Company
HMHC
+$17.1M
5
SMG icon
ScottsMiracle-Gro
SMG
+$15.7M

Top Sells

1 +$219M
2 +$95.6M
3 +$50.8M
4
ALB icon
Albemarle
ALB
+$36.9M
5
META icon
Meta Platforms (Facebook)
META
+$30.6M

Sector Composition

1 Financials 33.03%
2 Technology 18.68%
3 Consumer Discretionary 10.52%
4 Communication Services 8.73%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-51,040