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
$260M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$6.16M
3 +$4.46M
4
OMG
OM GROUP INC.
OMG
+$3.36M
5
HCOM
Hawaiian Telcom Holdco, Inc
HCOM
+$3.36M

Top Sells

1 +$6.3M
2 +$1.75M
3 +$850K

Sector Composition

1 Industrials 29.51%
2 Consumer Staples 18.05%
3 Technology 17.58%
4 Healthcare 16.43%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$530K 0.2%
59,164
+8,474
27
$134K 0.05%
742,425
28
$93K 0.04%
113,701
29
-143,900
30
-349,273