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
$629M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.2M
3
+$2.15M
4
FUEL
Rocket Fuel Inc.
FUEL
+$2.07M
5
BABA icon
Alibaba
BABA
+$2.03M

Top Sells

1
+$1.82M
2
+$1.57M
3
+$1.55M
4
IBM icon
IBM
IBM
+$1.28M
5
GILD icon
Gilead Sciences
GILD
+$1.25M

Sector Composition

1 Consumer Staples 35.85%
2 Healthcare 10.71%
3 Industrials 9.62%
4 Energy 8.22%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$274K 0.04%
6,166
277
$273K 0.04%
11,000
-650
278
$271K 0.04%
10,000
279
$271K 0.04%
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280
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281
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282
$266K 0.04%
29,718
-5,259
283
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284
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285
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286
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287
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288
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4,000
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289
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290
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291
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+4,028
292
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293
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294
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295
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296
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297
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298
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0
299
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300
$230K 0.04%
6,500
-10,000
10 11
12
13 14