WM
WCG Management Portfolio holdings
AUM
$82.8M
This Quarter Return
+0.77%
1 Year Return
-6.37%
3 Year Return
+29.96%
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(+100%)
Cap. Flow
+$115M
Cap. Flow
% of AUM
53.36%
Top 10 Holdings %
Top 10 Hldgs %
90.58%
Holding
27
New
6
Increased
7
Reduced
–
Closed
8
Top Buys
| 1 |
McDonald's
MCD
|
$24.2M |
| 2 |
Canadian Pacific Kansas City
CP
|
$21.1M |
| 3 |
RKT
ROCK-TENN COMPANY CL-A
RKT
|
$17.2M |
| 4 |
Autodesk
ADSK
|
$16.6M |
| 5 |
Visa
V
|
$16.5M |
Top Sells
| 1 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$9.26M |
| 2 |
American Airlines Group
AAL
|
$7.38M |
| 3 |
CDK
CDK Global, Inc.
CDK
|
$5.66M |
| 4 |
Eaton
ETN
|
$5.16M |
| 5 |
Intercontinental Exchange
ICE
|
$4.99M |
Sector Composition
| 1 | Industrials | 29.41% |
| 2 | Consumer Discretionary | 22.09% |
| 3 | Energy | 10.65% |
| 4 | Technology | 10.04% |
| 5 | Materials | 9.99% |