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
76
$298K 0.26%
+8,033
77
$266K 0.23%
+1,540
78
$261K 0.23%
+19,794
79
$256K 0.22%
+8,385
80
$254K 0.22%
+5,055
81
$247K 0.21%
+4,720
82
$241K 0.21%
+7,885
83
$236K 0.2%
+12,724
84
$235K 0.2%
+1,540
85
$226K 0.2%
+1,406
86
$224K 0.19%
+1,371
87
$224K 0.19%
+5,157
88
$219K 0.19%
+5,615
89
$210K 0.18%
+1,696
90
$207K 0.18%
+2,680
91
$204K 0.18%
+5,476
92
$173K 0.15%
+10,991
93
$68K 0.06%
+15,550
1 2 3
4