WCM
Wallace Capital Management Portfolio holdings
AUM $781M
This Quarter Return
+6.6%
1 Year Return
+15.4%
3 Year Return
+32.93%
5 Year Return
+122.88%
10 Year Return
+180.71%
AUM
$781M
AUM Growth
+$49.2M (+7%)
Cap. Flow
+$9.12M
Cap. Flow % of AUM
1.17%
Top 10 Holdings %Top 10 Hldgs %
78.59%
Holding
88
New
7
Increased
16
Reduced
35
Closed
5
Top Buys
1 | $11.7M | |
2 | $8.42M | |
3 | $3.22M | |
4 | $1.01M | |
5 | $745K |
Top Sells
1 | $5.85M | |
2 | $3.81M | |
3 | $971K | |
4 | $941K | |
5 | $832K |
Sector Composition
1 | Financials | 46.44% |
2 | Consumer Staples | 31.29% |
3 | Communication Services | 9.02% |
4 | Healthcare | 3.78% |
5 | Industrials | 3.16% |