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
$662M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$3.49M
2 +$3.2M
3 +$2.36M
4
UEIC icon
Universal Electronics
UEIC
+$1.77M
5
SIVB
SVB Financial Group
SIVB
+$1.44M

Top Sells

1 +$2.49M
2 +$2.28M
3 +$2.14M
4
TK icon
Teekay
TK
+$2.11M
5
AMZN icon
Amazon
AMZN
+$1.81M

Sector Composition

1 Consumer Staples 31.09%
2 Technology 11.12%
3 Industrials 10.85%
4 Healthcare 9.79%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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+26,839
277
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1,918
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282
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285
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286
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287
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288
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291
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8,400