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
101
$210K 0.21%
10,388
102
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-8,000
103
– –
-11,360
104
– –
-10,000
105
– –
-4,000
106
– –
-2,420
107
– –
-3,500
108
– –
-15,100
109
– –
-5,500
110
– –
-24,000
1 2 3 4
5