WCM

Weik Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 19.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$545K
2 +$335K
3 +$239K
4
MCD icon
McDonald's
MCD
+$191K
5
AIG icon
American International
AIG
+$127K

Top Sells

1 +$783K
2 +$187K
3 +$169K
4
MHK icon
Mohawk Industries
MHK
+$133K
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$85.2K

Sector Composition

1 Financials 19.35%
2 Consumer Discretionary 16.94%
3 Consumer Staples 16.48%
4 Healthcare 9.18%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-37,048