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
$831M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.39M
3
+$1.96M
4
PANW icon
Palo Alto Networks
PANW
+$1.54M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.47M

Top Sells

1
+$2.34M
2
+$1.9M
3
+$1.46M
4
UNH icon
UnitedHealth
UNH
+$1.18M
5
BA icon
Boeing
BA
+$1.01M

Sector Composition

1 Consumer Staples 49.79%
2 Technology 11.4%
3 Healthcare 8.32%
4 Financials 8.07%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-5,903
327
– –
-54,920
328
– –
-17,790
329
– –
-21,000
330
– –
-968
331
– –
-34
332
– –
-48,007
333
– –
-1,748
334
– –
-350
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