WCM

Weik Capital Management Portfolio holdings

AUM $253M
1-Year Est. Return 18.58%
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$597K
2 +$350K
3 +$348K
4
HY icon
Hyster-Yale Materials Handling
HY
+$269K
5
BF.B icon
Brown-Forman Class B
BF.B
+$230K

Top Sells

1 +$650K
2 +$410K
3 +$269K
4
DOLE
DOLE FOOD CO INC NEW CMN STK (DE)
DOLE
+$229K
5
WHR icon
Whirlpool
WHR
+$158K

Sector Composition

1 Financials 19.89%
2 Consumer Staples 17.05%
3 Consumer Discretionary 16.28%
4 Healthcare 9.26%
5 Technology 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,275
102
-18,000
103
-20,000