WSCM
Wellington Shields Capital Management Portfolio holdings
AUM
$591M
1-Year Return
21.87%
This Quarter Return
+3.1%
1 Year Return
+21.87%
3 Year Return
+55.74%
5 Year Return
+114.13%
10 Year Return
+262.87%
AUM
$639M
AUM Growth
+$54.4M
(+9.3%)
Cap. Flow
+$40.7M
Cap. Flow
% of AUM
6.38%
Top 10 Holdings %
Top 10 Hldgs %
39.04%
Holding
401
New
45
Increased
126
Reduced
94
Closed
37
Top Buys
| 1 |
PepsiCo
PEP
|
$6.28M |
| 2 |
Sysco
SYY
|
$5.75M |
| 3 |
Treehouse Foods
THS
|
$3.69M |
| 4 |
United Natural Foods
UNFI
|
$3.51M |
| 5 |
J.M. Smucker
SJM
|
$2.85M |
Top Sells
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$4.23M |
| 2 |
PF
Pinnacle Foods, Inc.
PF
|
$2.64M |
| 3 |
Coty
COTY
|
$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 | 8.64% |
| 5 | Technology | 6.99% |