WC

Wynnefield Capital Portfolio holdings

AUM $178M
1-Year Est. Return 28.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$5.65M
2 +$2.26M
3 +$1.1M
4
LTRE
LEARNING TREE INTL INC
LTRE
+$1.03M
5
PRMW
Primo Water Corporation
PRMW
+$530K

Top Sells

1 +$26.6M
2 +$17.1M
3 +$9.35M
4
HNH
Handy & Harman Holdings Ltd.
HNH
+$3.65M
5
KND
Kindred Healthcare
KND
+$1.99M

Sector Composition

1 Industrials 30.92%
2 Consumer Staples 16.79%
3 Healthcare 11.84%
4 Technology 8.04%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,620,040