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
$159M
AUM Growth
-$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$331K
2 +$211K
3 +$106K
4
AAPL icon
Apple
AAPL
+$95.5K
5
DEO icon
Diageo
DEO
+$80.4K

Top Sells

1 +$1.88M
2 +$470K
3 +$261K
4
DRI icon
Darden Restaurants
DRI
+$250K
5
BHC icon
Bausch Health
BHC
+$227K

Sector Composition

1 Financials 19.69%
2 Consumer Staples 16.26%
3 Consumer Discretionary 15.11%
4 Healthcare 9.96%
5 Technology 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,146
102
-3,120