WSCM
Wellington Shields Capital Management Portfolio holdings
AUM
$591M
1-Year Return
21.87%
This Quarter Return
+6.58%
1 Year Return
+21.87%
3 Year Return
+55.74%
5 Year Return
+114.13%
10 Year Return
+262.87%
AUM
$668M
AUM Growth
+$39.2M
(+6.2%)
Cap. Flow
+$6.99M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
38.49%
Holding
381
New
41
Increased
91
Reduced
104
Closed
30
Top Buys
| 1 |
Hain Celestial
HAIN
|
$3.5M |
| 2 |
NXP Semiconductors
NXPI
|
$3.3M |
| 3 |
DF
Dean Foods Company
DF
|
$1.76M |
| 4 |
McKesson
MCK
|
$1.73M |
| 5 |
DMND
DIAMOND FOODS, INC.
DMND
|
$1.67M |
Top Sells
| 1 |
Blackstone
BX
|
$2.92M |
| 2 |
IBM
IBM
|
$2.61M |
| 3 |
Microsoft
MSFT
|
$2.56M |
| 4 |
Cboe Global Markets
CBOE
|
$1.27M |
| 5 |
Iridium Communications
IRDM
|
$1.21M |
Sector Composition
| 1 | Consumer Staples | 38.2% |
| 2 | Healthcare | 11.06% |
| 3 | Industrials | 9.45% |
| 4 | Energy | 7.62% |
| 5 | Technology | 6.95% |