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
$701M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$13.7M
3 +$8.92M
4
WTM icon
White Mountains Insurance
WTM
+$5.04M
5
GHC icon
Graham Holdings Company
GHC
+$4.9M

Top Sells

1 +$17M
2 +$14.1M
3 +$8.51M
4
GNTX icon
Gentex
GNTX
+$3.56M
5
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$1.18M

Sector Composition

1 Financials 29.22%
2 Consumer Staples 18.77%
3 Consumer Discretionary 12.72%
4 Communication Services 12.48%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-92,626
77
-102,620
78
-400,719