WCM

Washington Capital Management Portfolio holdings

AUM $135M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.6M
AUM Growth
-$268K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$654K
2
+$543K
3
+$483K
4
WRB icon
W.R. Berkley
WRB
+$414K
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$412K

Top Sells

1
+$618K
2
+$614K
3
+$610K
4
BWA icon
BorgWarner
BWA
+$511K
5
HCSG icon
Healthcare Services Group
HCSG
+$422K

Sector Composition

1 Financials 23.95%
2 Industrials 11.46%
3 Healthcare 11.3%
4 Technology 9.13%
5 Energy 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$488K 0.49%
14,100
52
$485K 0.49%
3,492
53
$485K 0.49%
2,300
54
$484K 0.49%
11,300
+1,400
55
$482K 0.48%
45,000
-10,000
56
$481K 0.48%
5,150
57
$477K 0.48%
11,100
58
$460K 0.46%
28,800
-6,400
59
$457K 0.46%
11,800
60
$454K 0.46%
8,606
61
$452K 0.45%
7,500
+1,900
62
$446K 0.45%
9,250
+2,950
63
$446K 0.45%
9,600
64
$442K 0.44%
11,300
65
$441K 0.44%
5,650
+850
66
$437K 0.44%
6,600
-1,200
67
$436K 0.44%
6,530
68
$430K 0.43%
12,750
+1,700
69
$426K 0.43%
4,550
+850
70
$423K 0.42%
20,600
+3,350
71
$423K 0.42%
7,400
+2,400
72
$418K 0.42%
1,000
73
$416K 0.42%
4,900
74
$416K 0.42%
5,000
75
$416K 0.42%
4,000
1 2
3
4 5