Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | CPNG | COUPANG INC | Consumer Cyclical | 41 | $774.0 | — | SOLD |
| 62 | CDW | CDW CORP | Technology | 5 | $605.0 | — | SOLD |
| 63 | — | BBB FOODS | — | 17 | $601.0 | — | SOLD |
| 64 | KW | KENNEDY-WILSON HOLDINGS | Real Estate | 55 | $595.0 | — | SOLD |
| 65 | — | BEONE MEDICINES | — | 2 | $594.0 | — | SOLD |
| 66 | — | CNH INDUSTRIAL | — | 54 | $594.0 | — | SOLD |
| 67 | GDDY | GODADDY INC | Technology | 7 | $579.0 | — | SOLD |
| 68 | AKAM | AKAMAI TECHNOLOGIES | Technology | 5 | $574.0 | — | SOLD |
| 69 | HRB | BLOCK H&R | Consumer Cyclical | 15 | $476.0 | — | SOLD |
| 70 | LYFT | LYFT INC | Technology | 35 | $466.0 | — | SOLD |
| 71 | CE | CELANESE CORP | Basic Materials | 6 | $395.0 | — | SOLD |
| 72 | PGX | INVESCO PFD | — | 32 | $348.0 | — | SOLD |
| 73 | NTNX | NUTANIX INC | Technology | 9 | $342.0 | — | SOLD |
| 74 | GAP | GAP INC | Consumer Cyclical | 14 | $339.0 | — | SOLD |
| 75 | SSNC | SS&C TECHNOLOGIES | Technology | 5 | $338.0 | — | SOLD |
| 76 | ASH | ASHLAND INC | Basic Materials | 6 | $334.0 | — | SOLD |
| 77 | IAC | IAC INC | Technology | 8 | $320.0 | — | SOLD |
| 78 | RWX | STATE STREET | — | 12 | $319.0 | — | SOLD |
| 79 | BRKR | BRUKER CORP | Healthcare | 8 | $289.0 | — | SOLD |
| 80 | TPG | TPG INC | Financial Services | 7 | $284.0 | — | SOLD |
Sector Allocation
Technology
41.3%
Industrials
13.7%
Financial Services
13.0%
Healthcare
11.1%
Communication Services
10.5%
Consumer Cyclical
6.2%
Consumer Defensive
1.6%
Energy
1.0%
Utilities
0.7%
Basic Materials
0.6%