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
$473M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$4.89M
3
+$3.44M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.99M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.39M

Top Sells

1
+$4.75M
2
+$3.3M
3
+$2.99M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.64M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.5M

Sector Composition

1 Industrials 0.31%
2 Technology 0.2%
3 Real Estate 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.65%
8,501
27
$2.59M 0.55%
12,108
28
$2.37M 0.5%
41,000
29
$2.27M 0.48%
22,500
30
$2.27M 0.48%
24,799
31
$2.21M 0.47%
14,700
32
$2.11M 0.45%
22,970
+53
33
$2.08M 0.44%
23,701
34
$1.99M 0.42%
+49,769
35
$1.83M 0.39%
13,500
36
$1.72M 0.36%
26,800
37
$1.7M 0.36%
50,022
-6,478
38
$1.62M 0.34%
11,000
39
$1.46M 0.31%
12,150
40
$1.39M 0.29%
+51,887
41
$1.34M 0.28%
19,001
42
$1.31M 0.28%
7,572
+1,772
43
$1.25M 0.26%
+14,991
44
$1.01M 0.21%
7,500
45
$943K 0.2%
4,000
46
$942K 0.2%
13,750
47
$888K 0.19%
13,000
48
$794K 0.17%
4,454
+13
49
$728K 0.15%
23,725
+5,701
50
$688K 0.15%
4,898
-1,336
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