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
$85.7M
AUM Growth
-$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.13M
3 +$347K
4
META icon
Meta Platforms (Facebook)
META
+$300K
5
XOM icon
Exxon Mobil
XOM
+$278K

Top Sells

1 +$2.9M
2 +$677K
3 +$562K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$478K
5
LLY icon
Eli Lilly
LLY
+$457K

Sector Composition

1 Financials 18.26%
2 Consumer Staples 12.11%
3 Industrials 10.4%
4 Technology 9.47%
5 Healthcare 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$224K 0.26%
2,239
-27
77
$222K 0.26%
8,630
78
$201K 0.24%
13,411
+1,150
79
$199K 0.23%
11,474
80
$141K 0.16%
19,794
81
$125K 0.15%
22,790
82
$55.3K 0.06%
13,400
83
-22,245
84
-775
85
-790
86
-2,755