WCM
Washburn Capital Management Portfolio holdings
AUM
$179M
1-Year Est. Return
23.75%
1 Year Est. Return
+23.75%
AUM
$171M
AUM Growth
+$18.5M
(+12%)
Holding
59
Top Buys
| 1 | +$1.35M | |
| 2 | +$1.02M | |
| 3 | +$949K | |
| 4 |
Super Micro Computer
SMCI
|
+$836K |
| 5 |
Celestica
CLS
|
+$450K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$659K | |
| 3 | +$575K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$517K |
| 5 |
UnitedHealth
UNH
|
+$500K |
Sector Composition
| 1 | Technology | 11.3% |
| 2 | Financials | 4.31% |
| 3 | Consumer Discretionary | 3.23% |
| 4 | Industrials | 3.19% |
| 5 | Communication Services | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Sterling Infrastructure
STRL
$11.6B
| $208K | 0.12% |
+900
|
|
||
52
Gildan
GIL
$8.26B
| $202K | 0.12% |
+4,100
|
|
||
53
United Parcel Service
UPS
$81.4B
| – | – |
-9,220
|
|
||
|
54
UnitedHealth
UNH
$294B
| – | – |
-955
|
|
||
55
Tanger
SKT
$3.97B
| – | – |
-6,475
|
|
||
56
McDonald's
MCD
$213B
| – | – |
-646
|
|
||
57
Lantheus
LNTH
$3.47B
| – | – |
-3,650
|
|
||
58
Eaton
ETN
$145B
| – | – |
-1,570
|
|
||
59
Chevron
CVX
$310B
| – | – |
-2,726
|
|