WCM
Wellington Capital Management Portfolio holdings
AUM
$66.9M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$66.9M
AUM Growth
–
Holding
81
Top Buys
| 1 | +$8.68M | |
| 2 | +$4.05M | |
| 3 | +$2.92M | |
| 4 |
Walmart Inc
WMT
|
+$2.87M |
| 5 |
Cisco
CSCO
|
+$2.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 25.78% |
| 2 | Consumer Staples | 12.05% |
| 3 | Healthcare | 11.36% |
| 4 | Consumer Discretionary | 11.1% |
| 5 | Financials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Salesforce
CRM
$171B
| $218K | 0.33% |
+799
|
|
||
77
iShares Russell 1000 Growth ETF
IWF
$107B
| $217K | 0.32% |
+511
|
|
||
78
Sysco
SYY
$33.2B
| $215K | 0.32% |
+2,835
|
|
||
79
Vanguard Growth ETF
VUG
$179B
| $212K | 0.32% |
+484
|
|
||
80
Kraft Heinz
KHC
$26.4B
| $206K | 0.31% |
+7,977
|
|
||
81
Rivian
RIVN
$18B
| $152K | 0.23% |
+11,100
|
|