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
$526M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$12.5M
2 +$9.66M
3 +$3.82M
4
KDP icon
Keurig Dr Pepper
KDP
+$374K
5
RFP
Resolute Forest Products Inc.
RFP
+$265K

Sector Composition

1 Financials 37.14%
2 Consumer Staples 16.46%
3 Consumer Discretionary 15.88%
4 Communication Services 15.45%
5 Healthcare 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$241K 0.05%
5,106
+4
52
$31K 0.01%
26,400
+9,600
53
-562,916
54
-7,382
55
-84,753