WCM
Windham Capital Management Portfolio holdings
AUM
$128M
This Quarter Return
+3.56%
1 Year Return
+12.44%
3 Year Return
+8.3%
5 Year Return
+36.22%
10 Year Return
+54.19%
AUM
$448M
AUM Growth
+$448M
(+1.8%)
Cap. Flow
-$1.8M
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
74.32%
Holding
63
New
7
Increased
13
Reduced
10
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$118M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$30.9M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$14.4M |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$11.6M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$9.8M |
Top Sells
Sector Composition
| 1 | Industrials | 0.25% |
| 2 | Technology | 0.19% |
| 3 | Real Estate | 0.07% |
