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
$530M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.36M
3
+$2.21M
4
AXP icon
American Express
AXP
+$1.9M
5
BX icon
Blackstone
BX
+$1.68M

Top Sells

1
+$4.69M
2
+$2.32M
3
+$1.84M
4
T icon
AT&T
T
+$1.59M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.41M

Sector Composition

1 Consumer Staples 29.8%
2 Technology 15.3%
3 Healthcare 13.44%
4 Financials 9.53%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-7,800
258
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261
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262
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263
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264
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-8,700
265
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7 8 9 10
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