Asset Manager
← All Institutions
Washburne Capital Management, LLC
Market Value
$1.3B
+55.6%
Holdings
10
+1
New Purchases
6
Added To
3
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
60.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $36M | 2.8% |
| Large Cap | 4 | $257M | 20.0% |
| Mid Cap | 1 | $385M | 29.9% |
| Small Cap | 1 | $228M | 17.7% |
| Micro Cap | 3 | $380M | 29.5% |
Portfolio Analytics
Avg Market Cap
$63.8B
Median Market Cap
$10.4B
Avg P/E
16.2
Median P/E
12.3
Avg Dividend Yield
0.02%
Avg Beta
0.81
# Stocks
10
# ETFs / Funds
0
Top Holdings (10 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NWE | 29.95% | 13,653,376 | $385M | $28.22 | $88M | +3,138,015 | +29.8% | |
| 2 | HLF | 17.71% | 8,931,401 | $228M | $25.52 | — | +8,931,401 | — | NEW |
| 3 | NVL | 12.43% | 7,057,600 | $160M | $22.67 | — | +7,057,600 | — | NEW |
| 4 | GI | 10.06% | 9,796,902 | $130M | $13.22 | — | +9,796,902 | — | NEW |
| 5 | BBVA | 9.23% | 2,916,761 | $119M | $40.73 | — | +2,916,761 | — | NEW |
| 6 | BWTL | 7.04% | 160,815 | $91M | $563.38 | — | -9,060 | -5.3% | |
| 7 | NHYDY | 5.68% | 2,400,488 | $73M | $30.47 | $20M | +785,989 | +48.7% | |
| 8 | VZ | 4.18% | 2,040,892 | $54M | $26.37 | — | +36,598 | +1.8% | |
| 9 | WFC | 2.80% | 1,239,480 | $36M | $29.04 | — | +1,239,480 | — | NEW |
| 10 | VMC | 0.90% | 1,356,060 | $12M | $8.59 | — | +1,356,060 | — | NEW |