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
51
$703K 0.27%
35,835
+1,446
52
$672K 0.25%
13,750
53
$640K 0.24%
25,616
+700
54
$640K 0.24%
4,500
-1,702
55
$498K 0.19%
22,500
56
$486K 0.18%
+12,145
57
$457K 0.17%
4,357
+2,534
58
$434K 0.16%
5,243
+926
59
$405K 0.15%
3,950
-127
60
$396K 0.15%
1,634
61
$376K 0.14%
10,292
+189
62
$363K 0.14%
5,340
+1,469
63
$349K 0.13%
2,001
64
$318K 0.12%
2,500
65
$316K 0.12%
6,000
-189,329
66
$296K 0.11%
2,445
+541
67
$287K 0.11%
999
68
$285K 0.11%
2,000
69
$282K 0.11%
4,500
70
$266K 0.1%
2,400
71
$257K 0.1%
5,196
72
$240K 0.09%
818
+19
73
$235K 0.09%
+7,131
74
$220K 0.08%
+1,848
75
$209K 0.08%
7,999
1 2
3
4