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
$452M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$31.2M
3
+$30.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.4M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$16.1M

Top Sells

1
+$103M
2
+$53.9M
3
+$34.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$27.4M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$23.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-132,596
27
– –
-419,039
28
– –
-16,716
29
– –
-37,802
30
– –
-241,174
31
– –
-1,942
32
– –
-121,966
1
2