WC

Wynnefield Capital Portfolio holdings

AUM $170M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$34.3M
2 +$24.6M
3 +$22.9M
4
FSS icon
Federal Signal
FSS
+$21.8M
5
BZC
BREEZE-EASTERN CORPORATION COM
BZC
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 27.04%
2 Consumer Staples 14.2%
3 Healthcare 12.17%
4 Technology 6.72%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$989K 0.37%
+50,690
27
$789K 0.3%
+100,000
28
$734K 0.28%
+772,188
29
$677K 0.25%
+209,084
30
$607K 0.23%
+257,500
31
$274K 0.1%
+45,000
32
$242K 0.09%
+40,000