WSCM
Wellington Shields Capital Management Portfolio holdings
AUM
$591M
1-Year Return
21.87%
This Quarter Return
+4.08%
1 Year Return
+21.87%
3 Year Return
+55.74%
5 Year Return
+114.13%
10 Year Return
+262.87%
AUM
$1.05B
AUM Growth
+$306M
(+41%)
Cap. Flow
+$286M
Cap. Flow
% of AUM
27.15%
Top 10 Holdings %
Top 10 Hldgs %
43.76%
Holding
284
New
26
Increased
68
Reduced
76
Closed
7
Top Buys
| 1 |
Microsoft
MSFT
|
$54.1M |
| 2 |
SPDR Gold Trust
GLD
|
$49.5M |
| 3 |
Amgen
AMGN
|
$37M |
| 4 |
AVLR
Avalara, Inc.
AVLR
|
$18.6M |
| 5 |
McDonald's
MCD
|
$15M |
Top Sells
| 1 |
Skillz
SKLZ
|
$7.14M |
| 2 |
Bloom Energy
BE
|
$4.21M |
| 3 |
Lockheed Martin
LMT
|
$2.13M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$2.1M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.04M |
Sector Composition
| 1 | Technology | 19.31% |
| 2 | Consumer Staples | 19% |
| 3 | Healthcare | 18.16% |
| 4 | Industrials | 7.44% |
| 5 | Financials | 7.08% |
