WSCM
Wellington Shields Capital Management Portfolio holdings
AUM
$686M
1-Year Est. Return
36.37%
This Fund
S&P 500
1 Year Est. Return
+36.37%
AUM
$686M
AUM Growth
+$26.9M
(+4.1%)
Holding
352
Top Buys
| 1 | +$3.7M | |
| 2 | +$2.29M | |
| 3 | +$1.85M | |
| 4 |
Take-Two Interactive
TTWO
|
+$1.37M |
| 5 |
Boeing
BA
|
+$1.3M |
Top Sells
| 1 | +$4.35M | |
| 2 | +$4.12M | |
| 3 | +$1.96M | |
| 4 |
Insmed
INSM
|
+$1.22M |
| 5 |
Trimble
TRMB
|
+$1.08M |
Sector Composition
| 1 | Technology | 25.25% |
| 2 | Financials | 19.95% |
| 3 | Communication Services | 12.56% |
| 4 | Industrials | 12.23% |
| 5 | Healthcare | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Pinterest
PINS
$12.8B
| – | – |
-1,107
|
|
||
352
PayPal
PYPL
$43.5B
| – | – |
-400
|
|