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
$571M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.75M
3
+$1.35M
4
AAPL icon
Apple
AAPL
+$1.34M
5
AMZN icon
Amazon
AMZN
+$1.26M

Top Sells

1
+$3.4M
2
+$2.95M
3
+$2.22M
4
GILD icon
Gilead Sciences
GILD
+$1.46M
5
STLA icon
Stellantis
STLA
+$1.23M

Sector Composition

1 Consumer Staples 37.47%
2 Industrials 10.48%
3 Healthcare 9.65%
4 Communication Services 7.8%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$34K 0.01%
+38
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0
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$10K ﹤0.01%
13,000
304
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-7,700
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-88,500
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-2,900
10 11 12
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