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WCM
Wallace Capital Management Portfolio holdings
AUM
$871M
1-Year Est. Return
13.69%
This Fund
S&P 500
1 Year Est. Return
+13.69%
AUM
$871M
AUM Growth
+$40.4M
(+4.9%)
Holding
78
Top Buys
| 1 | +$25.7M | |
| 2 | +$8.93M | |
| 3 | +$3.78M | |
| 4 |
Johnson Outdoors
JOUT
|
+$2.77M |
| 5 |
Molson Coors Class B
TAP
|
+$2.66M |
Top Sells
| 1 | +$3.83M | |
| 2 | +$3.32M | |
| 3 | +$2.2M | |
| 4 |
Seaboard Corp
SEB
|
+$1.59M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.3M |
Sector Composition
| 1 | Financials | 40.03% |
| 2 | Consumer Staples | 31.89% |
| 3 | Communication Services | 10.78% |
| 4 | Industrials | 6.24% |
| 5 | Consumer Discretionary | 4.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Abbott
ABT
$154B
| – | – |
-2,900
|
|
||
77
Amazon
AMZN
$2.55T
| – | – |
-995
|
|
||
78
Idexx Laboratories
IDXX
$43.1B
| – | – |
-350
|
|