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
$1.24B
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.05M
3
+$3.22M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.68M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$2.22M

Top Sells

1
+$378K
2
+$157K
3
+$9.36K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$269M 21.63%
2,658,909
+49,852
2
$219M 17.56%
5,496,876
+274,396
3
$190M 15.29%
4,562,818
+77,246
4
$98.3M 7.9%
962,966
+26,209
5
$88M 7.07%
3,791,143
+64,648
6
$67.6M 5.43%
1,632,517
+53,546
7
$54.7M 4.4%
466,307
+8,855
8
$52.5M 4.21%
474,132
+10,464
9
$46.9M 3.77%
652,639
+18,757
10
$18.1M 1.45%
226,380
+3,465
11
$16.8M 1.35%
584,318
+4,032
12
$13.1M 1.05%
268,508
+1,286
13
$12.3M 0.99%
112,767
+5,636
14
$11.9M 0.96%
418,455
+8,353
15
$11.4M 0.92%
335,601
+3,895
16
$10.8M 0.87%
237,256
+2,839
17
$10.5M 0.84%
432,297
+7,081
18
$10.4M 0.84%
347,868
+6,158
19
$9.48M 0.76%
118,442
+1,703
20
$9.25M 0.74%
187,288
+1,716
21
$8.08M 0.65%
73,706
+210
22
$7.85M 0.63%
70,054
+1,074
23
$5.26M 0.42%
44,496
+2,220
24
$1.35M 0.11%
16,505
-4,611
25
$738K 0.06%
8,606
-1,829
1
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