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
76
$211K 0.24%
+1,561
77
$206K 0.23%
2,755
-50
78
$183K 0.21%
11,474
79
$151K 0.17%
22,790
80
$133K 0.15%
19,794
81
$54.9K 0.06%
13,400
82
– –
-4,882
83
– –
-7,481
84
– –
-28,565
85
– –
-24,455
86
– –
-1,245
1 2 3
4