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
$265M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.65M
3
+$1.46M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.33M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.04M

Top Sells

1
+$110M
2
+$25.6M
3
+$9.97M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.24M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$1.58M

Sector Composition

1 Industrials 0.57%
2 Technology 0.35%
3 Real Estate 0.34%
4 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.98%
160,484
27
$2.2M 0.83%
41,000
28
$2.13M 0.81%
22,500
29
$2.13M 0.81%
22,165
-1,143,635
30
$1.97M 0.75%
24,799
31
$1.93M 0.73%
11,305
+591
32
$1.93M 0.73%
5,379
-71,261
33
$1.91M 0.72%
23,701
34
$1.76M 0.67%
74,137
+35,171
35
$1.76M 0.66%
26,800
36
$1.72M 0.65%
14,700
37
$1.67M 0.63%
50,846
38
$1.51M 0.57%
12,150
39
$1.49M 0.56%
11,000
40
$1.33M 0.5%
+8,093
41
$1.18M 0.45%
7,970
+1,235
42
$1.07M 0.4%
13,500
43
$1.04M 0.39%
19,001
44
$985K 0.37%
5,734
+2,135
45
$968K 0.37%
10,084
+1,295
46
$914K 0.35%
3,925
+1,397
47
$913K 0.35%
7,500
48
$896K 0.34%
+23,181
49
$867K 0.33%
13,000
50
$811K 0.31%
21,037
+200
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