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
$219M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$656K
2 +$620K
3 +$494K
4
IBM icon
IBM
IBM
+$396K
5
CVX icon
Chevron
CVX
+$313K

Top Sells

1 +$594K
2 +$468K
3 +$440K
4
USB icon
US Bancorp
USB
+$419K
5
TRV icon
Travelers Companies
TRV
+$400K

Sector Composition

1 Financials 23.62%
2 Consumer Staples 13.12%
3 Technology 12.7%
4 Consumer Discretionary 11.81%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,825
102
-9,615