WCM

Wallace Capital Management Portfolio holdings

AUM $734M
1-Year Est. Return 15.79%
This Quarter Est. Return
1 Year Est. Return
+15.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$1.63M
3 +$1.26M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.19M
5
FFH
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
+$1.18M

Top Sells

1 +$221K
2 +$206K
3 +$136K
4
CL icon
Colgate-Palmolive
CL
+$87.8K
5
CLX icon
Clorox
CLX
+$85.5K

Sector Composition

1 Financials 28.03%
2 Consumer Staples 24.11%
3 Consumer Discretionary 15.2%
4 Materials 8.61%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$276K 0.05%
8,371
52
$269K 0.05%
7,382
-3,734
53
$214K 0.04%
+2,199
54
$211K 0.04%
2,087
55
-3,381
56
-3,294