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
$444M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$26.8M
3
+$23.8M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$19.6M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$19.4M

Top Sells

1
+$51.2M
2
+$30.3M
3
+$27.6M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$17M
5
VTV icon
Vanguard Value ETF
VTV
+$16.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$263K 0.06%
1,575
-1,045
27
$219K 0.05%
1,659
28
$219K 0.05%
1,582
29
– –
-23,195
30
– –
-23,100
31
– –
-16,138
32
– –
-60,698
33
– –
-1,605
34
– –
-1,715
35
– –
-1,788
1
2