WC
Wynnefield Capital Portfolio holdings
AUM
$170M
This Quarter Return
+8.34%
1 Year Return
+13.77%
3 Year Return
+81%
5 Year Return
+232.65%
10 Year Return
+606.89%
AUM
$276M
AUM Growth
+$276M
(+8.5%)
Cap. Flow
+$4.34M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
69.04%
Holding
38
New
3
Increased
10
Reduced
–
Closed
3
Top Buys
| 1 |
MVC
MVC Capital, Inc.
MVC
|
$8.18M |
| 2 |
Option Care Health
OPCH
|
$3.31M |
| 3 |
HCOM
Hawaiian Telcom Holdco, Inc
HCOM
|
$717K |
| 4 |
OME
Omega Protein
OME
|
$493K |
| 5 |
Nature's Sunshine
NATR
|
$462K |
Top Sells
| 1 |
CKP
CHECKPOINT SYSTEMS INC
CKP
|
$8.66M |
| 2 |
WLB
Westmoreland Coal Company
WLB
|
$1.29M |
Sector Composition
| 1 | Industrials | 24.92% |
| 2 | Consumer Staples | 20.24% |
| 3 | Technology | 16.4% |
| 4 | Healthcare | 13.66% |
| 5 | Materials | 6.78% |