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WCM

Wallace Capital Management Portfolio holdings

AUM $871M
1-Year Est. Return 13.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$9.63M
3
+$5.34M
4
HTLD icon
Heartland Express
HTLD
+$4.84M
5
WTM icon
White Mountains Insurance
WTM
+$4.38M

Top Sells

1
+$23.2M
2
+$2M
3
+$1.57M
4
JOUT icon
Johnson Outdoors
JOUT
+$1.29M
5
TRIP icon
TripAdvisor
TRIP
+$858K

Sector Composition

1 Financials 39.92%
2 Consumer Staples 36.99%
3 Communication Services 8.49%
4 Consumer Discretionary 4.21%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.06%
655
-15
52
$481K 0.06%
1,640
53
$469K 0.06%
3,500
-1,000
54
$444K 0.06%
49,537
-20,437
55
$414K 0.05%
1,789
56
$396K 0.05%
3,200
57
$395K 0.05%
1,960
58
$387K 0.05%
1,273
+2
59
$363K 0.05%
456
60
$348K 0.04%
6,900
61
$304K 0.04%
1,231
62
$295K 0.04%
4,928
-500
63
$264K 0.03%
1,000
64
$259K 0.03%
1,200
65
$259K 0.03%
7,092
66
$254K 0.03%
2,696
-20
67
$247K 0.03%
368
68
$238K 0.03%
3,760
-870
69
$230K 0.03%
+475
70
$225K 0.03%
3,060
71
$224K 0.03%
+350
72
$220K 0.03%
300
73
$206K 0.03%
+1,231
74
$204K 0.03%
+4,567
75
$174K 0.02%
15,000
1 2
3
4