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
$804M
AUM Growth
-$556M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$72.8M
3
+$31.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$30.5M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$22.3M

Top Sells

1
+$156M
2
+$135M
3
+$127M
4
VB icon
Vanguard Small-Cap ETF
VB
+$55.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$51.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-126,197
27
– –
-759,065
28
– –
-132,673
29
– –
-459,077
30
– –
-407,611
1
2