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
$486M
AUM Growth
-$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.5M
3
+$15M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$11.5M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$7.52M

Top Sells

1
+$28.7M
2
+$21.7M
3
+$21.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$20.2M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$11.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$270K 0.06%
1,659
27
$267K 0.06%
2,471
28
$260K 0.05%
1,582
29
$253K 0.05%
+1,715
30
$211K 0.04%
1,788
-223
31
– –
-258,658
1
2