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
$82.6M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$760K
3
+$692K
4
DD icon
DuPont de Nemours
DD
+$658K
5
MDLA
Medallia, Inc.
MDLA
+$493K

Top Sells

1
+$17.3M
2
+$6.41M
3
+$3.63M
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$841K
5
DLB icon
Dolby
DLB
+$785K

Sector Composition

1 Technology 16.63%
2 Healthcare 15.38%
3 Industrials 10.94%
4 Financials 10.81%
5 Materials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.86M 3.46%
12,817
-77,741
2
$2.72M 3.29%
6,344
-8,475
3
$2.25M 2.73%
7,560
-465
4
$1.93M 2.33%
12,375
+460
5
$1.8M 2.18%
14,340
6
$1.77M 2.14%
7,305
-165
7
$1.74M 2.1%
19,175
-1,600
8
$1.71M 2.07%
15,805
-1,300
9
$1.65M 2%
24,750
+140
10
$1.54M 1.87%
19,940
+8,495
11
$1.49M 1.81%
52,230
-5,300
12
$1.49M 1.81%
36,165
-1,365
13
$1.48M 1.79%
19,053
-1,271
14
$1.46M 1.76%
34,046
-3,408
15
$1.44M 1.74%
8,545
16
$1.38M 1.67%
22,700
-3,900
17
$1.33M 1.61%
3,315
-125
18
$1.29M 1.56%
24,265
+180
19
$1.28M 1.55%
18,055
20
$1.23M 1.49%
4,635
-140
21
$1.23M 1.49%
6,444
+105
22
$1.21M 1.46%
52,130
-5,950
23
$1.2M 1.45%
55,221
24
$1.18M 1.42%
8,389
+73
25
$1.17M 1.41%
19,320
+290
1
2 3 4 5