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
$644M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.69M
3
+$1.48M
4
WP
Worldpay, Inc.
WP
+$1.36M
5
APOG icon
Apogee Enterprises
APOG
+$1.14M

Top Sells

1
+$2.82M
2
+$1.51M
3
+$1.3M
4
TRIP icon
TripAdvisor
TRIP
+$1.18M
5
CIEN icon
Ciena
CIEN
+$1.04M

Sector Composition

1 Consumer Staples 31.2%
2 Industrials 11.04%
3 Technology 9.96%
4 Healthcare 9.35%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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