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
$462M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$31.2M
3
+$16.3M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$11.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$8M

Top Sells

1
+$25.7M
2
+$20.1M
3
+$18M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$16.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.7M

Sector Composition

1 Industrials 0.17%
2 Technology 0.14%
3 Real Estate 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.66%
37,747
+192
27
$2.98M 0.64%
10,059
28
$2.76M 0.6%
14,394
+145
29
$2.72M 0.59%
29,331
+445
30
$2.59M 0.56%
76,085
-130,179
31
$2.57M 0.56%
31,903
-182,791
32
$2.4M 0.52%
41,000
33
$2.34M 0.51%
28,747
-242
34
$2.11M 0.46%
22,500
35
$1.96M 0.42%
63,492
-832,404
36
$1.8M 0.39%
24,799
37
$1.77M 0.38%
+59,235
38
$1.77M 0.38%
14,700
39
$1.73M 0.37%
26,800
40
$1.63M 0.35%
23,701
41
$1.44M 0.31%
8,052
42
$1.37M 0.3%
11,000
43
$1.3M 0.28%
27,962
-432,115
44
$1.28M 0.28%
13,500
45
$1.18M 0.25%
7,108
46
$1.12M 0.24%
20,873
-989
47
$935K 0.2%
42,859
-368,542
48
$913K 0.2%
6,389
+1,492
49
$894K 0.19%
7,500
50
$865K 0.19%
19,001
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