WSC
Wellington Shields & Co Portfolio holdings
AUM
$353M
1-Year Est. Return
24.2%
1 Year Est. Return
+24.2%
AUM
$353M
AUM Growth
+$33.8M
(+11%)
Holding
329
Top Buys
| 1 | +$835K | |
| 2 | +$807K | |
| 3 | +$683K | |
| 4 |
Rocket Companies
RKT
|
+$661K |
| 5 |
Exxon Mobil
XOM
|
+$658K |
Top Sells
| 1 | +$494K | |
| 2 | +$458K | |
| 3 | +$376K | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$373K |
| 5 |
TSMC
TSM
|
+$319K |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Financials | 15.93% |
| 3 | Healthcare | 12.6% |
| 4 | Industrials | 12.12% |
| 5 | Energy | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
T-Mobile US
TMUS
$258B
| – | – |
-13
|
|
||
327
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
| – | – |
-96
|
|
||
328
Health Care Select Sector SPDR Fund
XLV
$35.3B
| – | – |
-400
|
|
||
329
Zoetis
ZTS
$63.8B
| – | – |
-277
|
|