WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$686K
3
+$601K
4
CAH icon
Cardinal Health
CAH
+$599K
5
MDB icon
MongoDB
MDB
+$491K

Top Sells

1
+$965K
2
+$649K
3
+$584K
4
CNM icon
Core & Main
CNM
+$524K
5
ITT icon
ITT
ITT
+$517K

Sector Composition

1 Healthcare 10.47%
2 Technology 10.31%
3 Financials 8.01%
4 Industrials 7.33%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$491K 0.4%
+2,800
77
$487K 0.39%
4,400
-700
78
$469K 0.38%
6,600
-185
79
$466K 0.38%
7,300
80
$463K 0.37%
3,700
-1,200
81
$463K 0.37%
39,000
+7,400
82
$460K 0.37%
2,200
-5
83
$460K 0.37%
3,150
-750
84
$440K 0.35%
24,200
85
$438K 0.35%
18,700
86
$433K 0.35%
42,000
+8,000
87
$430K 0.35%
9,150
-1,350
88
$414K 0.33%
2,075
89
$411K 0.33%
+7,000
90
$410K 0.33%
6,500
91
$406K 0.33%
9,400
92
$396K 0.32%
20,200
+100
93
$392K 0.32%
10,000
94
$381K 0.31%
1,250
+350
95
$378K 0.3%
+4,300
96
$350K 0.28%
2,500
97
$323K 0.26%
+1,600
98
$313K 0.25%
+2,800
99
$296K 0.24%
+800
100
$285K 0.23%
1,000
-950
1 2 3
4
5