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
$87.6M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.45M
3
+$1.43M
4
TSLA icon
Tesla
TSLA
+$713K
5
LLY icon
Eli Lilly
LLY
+$647K

Top Sells

1
+$1.84M
2
+$1.51M
3
+$1.42M
4
MMM icon
3M
MMM
+$750K
5
V icon
Visa
V
+$635K

Sector Composition

1 Financials 14.16%
2 Consumer Staples 12.98%
3 Industrials 11.97%
4 Technology 9.24%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$508K 0.58%
20,848
52
$477K 0.54%
4,850
53
$476K 0.54%
5,750
54
$457K 0.52%
14,630
55
$446K 0.51%
2,335
56
$410K 0.47%
19,282
57
$391K 0.45%
4,300
58
$350K 0.4%
16,980
59
$340K 0.39%
3,365
60
$339K 0.39%
3,385
61
$327K 0.37%
1,564
62
$314K 0.36%
11,154
63
$309K 0.35%
5,369
64
$303K 0.35%
610
65
$281K 0.32%
3,745
66
$271K 0.31%
2,945
-480
67
$268K 0.31%
17,154
68
$263K 0.3%
1,540
69
$262K 0.3%
2,639
70
$253K 0.29%
8,630
71
$250K 0.29%
4,720
72
$239K 0.27%
12,431
+775
73
$234K 0.27%
3,285
74
$230K 0.26%
5,055
75
$222K 0.25%
1,694
1 2
3
4