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
$673M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$7.11M
2 +$3.02M
3 +$1.18M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$823K
5
TRIP icon
TripAdvisor
TRIP
+$518K

Top Sells

1 +$5.99M
2 +$4.01M
3 +$3.87M
4
HBI icon
Hanesbrands
HBI
+$1.84M
5
GHC icon
Graham Holdings Company
GHC
+$1.4M

Sector Composition

1 Financials 43.1%
2 Consumer Staples 26.87%
3 Communication Services 11.48%
4 Consumer Discretionary 5.3%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$62K 0.01%
12,500
77
-199,653
78
-465,471
79
-860
80
-15,053
81
-6,040