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
$203M
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$680K
2 +$665K
3 +$606K
4
PARA
Paramount Global Class B
PARA
+$578K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$369K

Top Sells

1 +$1.06M
2 +$993K
3 +$636K
4
JEF icon
Jefferies Financial Group
JEF
+$629K
5
TIF
Tiffany & Co.
TIF
+$617K

Sector Composition

1 Financials 19.93%
2 Consumer Staples 15.57%
3 Consumer Discretionary 13.29%
4 Communication Services 11.91%
5 Technology 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,163
127
-11,375