WCM

Washburn Capital Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$657K
2
+$548K
3
+$256K
4
CAT icon
Caterpillar
CAT
+$136K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$136K

Top Sells

1
+$4.73M
2
+$987K
3
+$969K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$935K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$845K

Sector Composition

1 Technology 10.9%
2 Healthcare 3.9%
3 Financials 3.59%
4 Consumer Discretionary 2.79%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$701K 0.52%
7,441
-3,290
27
$615K 0.45%
30,228
+2,172
28
$588K 0.43%
8,348
-1,160
29
$562K 0.42%
3,690
-5,550
30
$491K 0.36%
2,150
-365
31
$457K 0.34%
2,895
+43
32
$447K 0.33%
828
-175
33
$429K 0.32%
2,515
-200
34
$373K 0.28%
3,014
-1,708
35
$318K 0.24%
1,590
-128
36
$268K 0.2%
4,175
37
$256K 0.19%
+5,450
38
$244K 0.18%
4,055
-320
39
– –
-2,325
40
– –
-5,215
41
– –
-11,235
42
– –
-6,314
43
– –
-10,500
44
– –
-2,990
1
2