WC
Wynnefield Capital Portfolio holdings
AUM
$170M
1-Year Return
13.77%
This Quarter Return
+12.92%
1 Year Return
+13.77%
3 Year Return
+81%
5 Year Return
+232.65%
10 Year Return
+606.89%
AUM
$211M
AUM Growth
+$13.4M
(+6.8%)
Cap. Flow
-$8.92M
Cap. Flow
% of AUM
-4.23%
Top 10 Holdings %
Top 10 Hldgs %
82.2%
Holding
32
New
2
Increased
7
Reduced
5
Closed
4
Top Buys
| 1 |
Lifecore Biomedical
LFCR
|
$650K |
| 2 |
Tile Shop Holdings
TTSH
|
$452K |
| 3 |
JASN
Jason Industries, Inc.
JASN
|
$148K |
| 4 |
Nature's Sunshine
NATR
|
$69.7K |
| 5 |
SUMR
Summer Infant, Inc.
SUMR
|
$57.6K |
Top Sells
| 1 |
Granite Construction
GVA
|
$5.83M |
| 2 |
LBY
Libbey, Inc.
LBY
|
$3.61M |
| 3 |
DLH Holdings
DLHC
|
$2.48M |
| 4 |
Clarus
CLAR
|
$2.41M |
| 5 |
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% |