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
$565M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$7.78M
2 +$5.74M
3 +$4.96M
4
GHC icon
Graham Holdings Company
GHC
+$4.24M
5
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$1.01M

Top Sells

1 +$425K
2 +$304K
3 +$255K
4
ABBV icon
AbbVie
ABBV
+$243K
5
TR icon
Tootsie Roll Industries
TR
+$218K

Sector Composition

1 Financials 40.27%
2 Consumer Staples 16.47%
3 Communication Services 15.97%
4 Consumer Discretionary 13.16%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.04%
+1,465
52
$76K 0.01%
26,400
53
-4,106
54
-5,126