WCM

Windham Capital Management Portfolio holdings

AUM $128M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$19.2M
3
+$17.2M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$9.99M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$7.5M

Top Sells

1
+$53.3M
2
+$25.7M
3
+$25M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$15.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$241K 0.03%
2,911
-10
27
$219K 0.03%
+5,286
28
– –
-82,193
29
– –
-142,369
1
2