WHC
Wulff, Hansen & Co Portfolio holdings
AUM
$116M
1-Year Est. Return
20.85%
1 Year Est. Return
+20.85%
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 |
State Street 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
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.76B
| – | – |
-2,273
|
|
||
102
Schwab US Large- Cap ETF
SCHX
$61.3B
| – | – |
-12,100
|
|
||
103
Hewlett Packard
HPE
$30.9B
| – | – |
-12,666
|
|
||
104
Brookfield Infrastructure
BIPC
$5.4B
| – | – |
-9,040
|
|
||
105
Dow Inc
DOW
$15.8B
| – | – |
-7,424
|
|
||
106
Fresenius Medical Care
FMS
$13.9B
| – | – |
-13,880
|
|