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
$639M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$5.75M
3
+$3.69M
4
UNFI icon
United Natural Foods
UNFI
+$3.51M
5
SJM icon
J.M. Smucker
SJM
+$2.85M

Top Sells

1
+$4.23M
2
+$2.64M
3
+$1.83M
4
XLNX
Xilinx Inc
XLNX
+$1.34M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.32M

Sector Composition

1 Consumer Staples 37.06%
2 Energy 9.79%
3 Healthcare 9.71%
4 Industrials 8.56%
5 Technology 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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375
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