WCM
Wallace Capital Management Portfolio holdings
AUM
$734M
1-Year Est. Return
15.79%
1 Year Est. Return
+15.79%
AUM
$734M
AUM Growth
-$47M
(-6%)
Holding
86
Top Buys
| 1 | +$9.61M | |
| 2 | +$8.33M | |
| 3 | +$6.25M | |
| 4 |
Johnson & Johnson
JNJ
|
+$3.45M |
| 5 |
Liberty Live Group Series A
LLYVA
|
+$216K |
Top Sells
| 1 | +$21M | |
| 2 | +$2.99M | |
| 3 | +$2.58M | |
| 4 |
National Presto Industries
NPK
|
+$1.93M |
| 5 |
White Mountains Insurance
WTM
|
+$1.61M |
Sector Composition
| 1 | Financials | 43.2% |
| 2 | Consumer Staples | 33.83% |
| 3 | Communication Services | 8.56% |
| 4 | Healthcare | 4% |
| 5 | Consumer Discretionary | 3.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kellanova
K
$28.9B
| – | – |
-2,668
|
|
||
77
Kimberly-Clark
KMB
$39.7B
| – | – |
-1,550
|
|
||
78
Altria Group
MO
$94.6B
| – | – |
-3,650
|
|
||
|
79
National Presto Industries
NPK
$765M
| – | – |
-21,987
|
|
||
80
Organon & Co
OGN
$1.75B
| – | – |
-10,039
|
|
||
81
PepsiCo
PEP
$200B
| – | – |
-2,931
|
|
||
82
Pfizer
PFE
$140B
| – | – |
-8,912
|
|
||
83
J.M. Smucker
SJM
$11B
| – | – |
-2,285
|
|
||
84
Sysco
SYY
$35.6B
| – | – |
-2,830
|
|
||
85
Thermo Fisher Scientific
TMO
$214B
| – | – |
-505
|
|
||
|
CNH
86
CNH Industrial
CNH
$13.1B
| – | – |
-15,000
|
|