WHC
Wulff, Hansen & Co Portfolio holdings
AUM
$117M
1-Year Est. Return
19.9%
1 Year Est. Return
+19.9%
AUM
$117M
AUM Growth
+$7.16M
(+6.5%)
Holding
108
Top Buys
| 1 | +$1.12M | |
| 2 | +$441K | |
| 3 | +$420K | |
| 4 |
Salesforce
CRM
|
+$397K |
| 5 |
Shell
SHEL
|
+$395K |
Top Sells
| 1 | +$1.18M | |
| 2 | +$476K | |
| 3 | +$406K | |
| 4 |
GE Aerospace
GE
|
+$377K |
| 5 |
SPDR S&P Aerospace & Defense ETF
XAR
|
+$348K |
Sector Composition
| 1 | Financials | 18.42% |
| 2 | Industrials | 14.77% |
| 3 | Technology | 11.97% |
| 4 | Consumer Staples | 11.92% |
| 5 | Utilities | 5.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Dow Inc
DOW
$15.5B
| – | – |
-7,424
|
|
||
102
Fresenius Medical Care
FMS
$15.9B
| – | – |
-13,880
|
|
||
103
Hewlett Packard
HPE
$30.3B
| – | – |
-12,666
|
|
||
104
Schwab US Large- Cap ETF
SCHX
$60.7B
| – | – |
-12,100
|
|
||
|
105
SPDR S&P Aerospace & Defense ETF
XAR
$4.78B
| – | – |
-2,273
|
|
||
|
RDS.B
106
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| – | – |
-5,538
|
|