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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.67M
3
+$4M
4
AMZN icon
Amazon
AMZN
+$3.8M
5
MSFT icon
Microsoft
MSFT
+$3.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.88%
2 Industrials 10.5%
3 Consumer Staples 10.13%
4 Technology 8.66%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$721K 0.62%
+4,318
52
$667K 0.58%
+16,925
53
$648K 0.56%
+3,715
54
$631K 0.55%
+10,315
55
$602K 0.52%
+27,580
56
$593K 0.51%
+12,303
57
$578K 0.5%
+5,460
58
$563K 0.49%
+5,440
59
$552K 0.48%
+7,605
60
$551K 0.48%
+1,564
61
$525K 0.45%
+1,933
62
$505K 0.44%
+7,363
63
$498K 0.43%
+16,479
64
$476K 0.41%
+1,350
65
$424K 0.37%
+12,044
66
$415K 0.36%
+4,785
67
$406K 0.35%
+715
68
$374K 0.32%
+4,205
69
$365K 0.32%
+4,170
70
$351K 0.3%
+10,814
71
$332K 0.29%
+7,314
72
$320K 0.28%
+3,745
73
$319K 0.28%
+5,750
74
$307K 0.27%
+8,147
75
$306K 0.26%
+10,025
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