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
$659M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$5.37M
3 +$2.92M
4
INSM icon
Insmed
INSM
+$1.22M
5
TROX icon
Tronox
TROX
+$1.12M

Top Sells

1 +$3.32M
2 +$2.76M
3 +$2.71M
4
NVDA icon
NVIDIA
NVDA
+$1.72M
5
BX icon
Blackstone
BX
+$1.37M

Sector Composition

1 Technology 25.5%
2 Financials 20.72%
3 Industrials 13.15%
4 Communication Services 10.63%
5 Healthcare 6.15%