WC

Wynnefield Capital Portfolio holdings

AUM $166M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$650K
2 +$452K
3 +$148K
4
NATR icon
Nature's Sunshine
NATR
+$69.7K
5
SUMR
Summer Infant, Inc.
SUMR
+$57.6K

Top Sells

1 +$5.83M
2 +$3.61M
3 +$2.48M
4
CLAR icon
Clarus
CLAR
+$2.41M
5
GLDD icon
Great Lakes Dredge & Dock
GLDD
+$1.65M

Sector Composition

1 Industrials 31.16%
2 Healthcare 15.96%
3 Technology 15.6%
4 Consumer Staples 9.79%
5 Materials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-930,000