WHC
Wulff, Hansen & Co Portfolio holdings
AUM
$117M
This Quarter Return
-12.14%
1 Year Return
+19.9%
3 Year Return
+64.86%
5 Year Return
–
10 Year Return
–
AUM
$88.3M
AUM Growth
+$88.3M
(-16%)
Cap. Flow
+$533K
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
33.39%
Holding
93
New
2
Increased
23
Reduced
30
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$1.8M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$827K |
| 3 |
Blackstone
BX
|
$391K |
| 4 |
ASML
ASML
|
$369K |
| 5 |
ScottsMiracle-Gro
SMG
|
$257K |
Top Sells
| 1 |
Intel
INTC
|
$857K |
| 2 |
Walt Disney
DIS
|
$442K |
| 3 |
JPMorgan Chase
JPM
|
$338K |
| 4 |
Vanguard Financials ETF
VFH
|
$327K |
| 5 |
Eaton
ETN
|
$234K |
Sector Composition
| 1 | Financials | 16.33% |
| 2 | Consumer Staples | 12.16% |
| 3 | Industrials | 11.85% |
| 4 | Utilities | 9.32% |
| 5 | Healthcare | 8.43% |
