WHC

Wulff, Hansen & Co Portfolio holdings

AUM $117M
1-Year Est. Return 19.9%
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$496K
3 +$495K
4
AAPL icon
Apple
AAPL
+$422K
5
JPM icon
JPMorgan Chase
JPM
+$409K

Sector Composition

1 Financials 18.1%
2 Industrials 11.89%
3 Consumer Staples 10.42%
4 Technology 8.48%
5 Utilities 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.52M 1.44%
29,340
-19,850
27
$1.47M 1.4%
4,914
-75
28
$1.47M 1.39%
6,605
+2,235
29
$1.36M 1.3%
8,370
+465
30
$1.34M 1.28%
22,605
-260
31
$1.26M 1.2%
9,080
-4,700
32
$1.2M 1.14%
8,740
-100
33
$1.17M 1.11%
17,230
34
$1.16M 1.1%
24,699
35
$1.03M 0.98%
11,000
+135
36
$979K 0.93%
7,864
+222
37
$973K 0.93%
19,564
-2,174
38
$964K 0.92%
2,185
+45
39
$924K 0.88%
6,865
-645
40
$867K 0.83%
7,765
41
$842K 0.8%
16,746
-980
42
$825K 0.79%
39,120
-9,825
43
$757K 0.72%
6,150
+190
44
$754K 0.72%
16,925
45
$688K 0.66%
4,850
46
$683K 0.65%
18,758
+1,833
47
$670K 0.64%
4,228
-90
48
$650K 0.62%
30,570
-9,870
49
$622K 0.59%
3,835
-1,520
50
$612K 0.58%
12,324
+21