WSCM

Wellington Shields Capital Management Portfolio holdings

AUM $659M
1-Year Est. Return 34.03%
This Quarter Est. Return
1 Year Est. Return
+34.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$629M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.2M
3
+$2.15M
4
FUEL
Rocket Fuel Inc.
FUEL
+$2.07M
5
BABA icon
Alibaba
BABA
+$2.03M

Top Sells

1
+$1.82M
2
+$1.57M
3
+$1.55M
4
IBM icon
IBM
IBM
+$1.28M
5
GILD icon
Gilead Sciences
GILD
+$1.25M

Sector Composition

1 Consumer Staples 35.85%
2 Healthcare 10.71%
3 Industrials 9.62%
4 Energy 8.22%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$445K 0.07%
9,285
227
$437K 0.07%
8,000
228
$436K 0.07%
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229
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231
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232
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235
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236
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237
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238
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239
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240
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241
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242
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247
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248
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249
$359K 0.06%
17,400
250
$356K 0.06%
5,900
8 9
10
11 12