WCM

Windham Capital Management Portfolio holdings

AUM $128M
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$37.2M
2 +$19.4M
3 +$13.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.7M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$8.59M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$678K 0.05%
12,975
+961
27
$495K 0.04%
9,628