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
$551M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.04M
3
+$3.17M
4
BX icon
Blackstone
BX
+$2.2M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.05M

Top Sells

1
+$125M
2
+$81.6M
3
+$72.8M
4
AMZN icon
Amazon
AMZN
+$51.3M
5
NVDA icon
NVIDIA
NVDA
+$49.8M

Sector Composition

1 Technology 23.19%
2 Financials 19.46%
3 Healthcare 10.06%
4 Industrials 9.67%
5 Communication Services 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$64.6K 0.01%
250
277
$64.6K 0.01%
+10,550
278
$64.5K 0.01%
1,024
279
$64K 0.01%
+450
280
$61.8K 0.01%
950
281
$60.2K 0.01%
10,000
282
$60K 0.01%
2,250
283
$59.8K 0.01%
1,000
284
$56.5K 0.01%
603
285
$56.4K 0.01%
273
286
$55.6K 0.01%
10,000
-127,150
287
$54.1K 0.01%
11,257
288
$48.2K 0.01%
1,886
+39
289
$45.3K 0.01%
200
-850
290
$41.3K 0.01%
400
291
$39.7K 0.01%
150
292
$39.4K 0.01%
1,068
293
$38.3K 0.01%
3,571
-12,968
294
$36.4K 0.01%
3,240
295
$33.8K 0.01%
112
296
$31.5K 0.01%
350
297
$29.2K 0.01%
200
298
$28.5K 0.01%
2,220
299
$28.1K 0.01%
1,000
300
$23.4K ﹤0.01%
255
+1
10 11
12
13 14