WSCM

Wellington Shields Capital Management Portfolio holdings

AUM $591M
1-Year Est. Return 21.87%
This Quarter Est. Return
1 Year Est. Return
+21.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$49.5M
3 +$37M
4
AVLR
Avalara, Inc.
AVLR
+$18.6M
5
MCD icon
McDonald's
MCD
+$15M

Sector Composition

1 Technology 19.31%
2 Consumer Staples 19%
3 Healthcare 18.16%
4 Industrials 7.44%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$245K 0.02%
1,270
252
$242K 0.02%
3,625
253
$240K 0.02%
2,000
254
$237K 0.02%
1,600
255
$232K 0.02%
10,800
256
$231K 0.02%
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257
$227K 0.02%
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258
$226K 0.02%
+2,907
259
$225K 0.02%
700
260
$216K 0.02%
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261
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14,913
-183
262
$207K 0.02%
+1,000
263
$206K 0.02%
585
-50
264
$203K 0.02%
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265
$202K 0.02%
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266
$202K 0.02%
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-10
267
$200K 0.02%
5,250
268
$170K 0.02%
20,000
269
-2,162
270
-2,215
271
-3,369
272
-3,450
273
-5,150
274
-4,141
275
-17,854