WSCM

Wellington Shields Capital Management Portfolio holdings

AUM $686M
1-Year Est. Return 36.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$631M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.37M
3
+$3.17M
4
PSNL icon
Personalis
PSNL
+$2.48M
5
COHR icon
Coherent
COHR
+$2.19M

Top Sells

1
+$5.1M
2
+$3.91M
3
+$3.79M
4
MSFT icon
Microsoft
MSFT
+$3.32M
5
MOS icon
The Mosaic Company
MOS
+$2.92M

Sector Composition

1 Consumer Staples 29.31%
2 Technology 17.06%
3 Healthcare 14.87%
4 Financials 8.87%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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