WSCM
Wellington Shields Capital Management Portfolio holdings
AUM
$591M
1-Year Return
21.87%
This Quarter Return
-3.31%
1 Year Return
+21.87%
3 Year Return
+55.74%
5 Year Return
+114.13%
10 Year Return
+262.87%
AUM
$603M
AUM Growth
-$36M
(-5.6%)
Cap. Flow
-$9.07M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
37.97%
Holding
391
New
27
Increased
89
Reduced
109
Closed
43
Top Buys
| 1 |
PF
Pinnacle Foods, Inc.
PF
|
$2.26M |
| 2 |
Iridium Communications
IRDM
|
$1.62M |
| 3 |
Tapestry
TPR
|
$1.51M |
| 4 |
Palo Alto Networks
PANW
|
$1.48M |
| 5 |
International Paper
IP
|
$1.39M |
Top Sells
| 1 |
Crocs
CROX
|
$2.27M |
| 2 |
Pentair
PNR
|
$1.72M |
| 3 |
TUP
Tupperware Brands Corporation
TUP
|
$1.33M |
| 4 |
AeroVironment
AVAV
|
$1.21M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$1.11M |
Sector Composition
| 1 | Consumer Staples | 35.73% |
| 2 | Healthcare | 10.58% |
| 3 | Energy | 9.02% |
| 4 | Industrials | 8.86% |
| 5 | Technology | 8.08% |