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
$166M
AUM Growth
+$103K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$677K
3 +$578K
4
AMLP icon
Alerian MLP ETF
AMLP
+$515K
5
YHOO
Yahoo Inc
YHOO
+$433K

Top Sells

1 +$2.49M
2 +$2.4M
3 +$511K
4
ESRX
Express Scripts Holding Company
ESRX
+$502K
5
IBM icon
IBM
IBM
+$501K

Sector Composition

1 Financials 19.56%
2 Consumer Discretionary 17.56%
3 Consumer Staples 16.8%
4 Communication Services 11.16%
5 Healthcare 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.12%
+3,292
102
$144K 0.09%
10,000
-2,204
103
$135K 0.08%
21,686
104
-4,945
105
-21,875
106
-10,750
107
-15,500