WCM

Winthrop Capital Management Portfolio holdings

AUM $389M
1-Year Est. Return 16.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.09M
3
+$894K
4
UNH icon
UnitedHealth
UNH
+$754K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$728K

Top Sells

1
+$4.19M
2
+$3.1M
3
+$789K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$726K
5
MDT icon
Medtronic
MDT
+$688K

Sector Composition

1 Technology 5.41%
2 Healthcare 4.89%
3 Financials 2.53%
4 Communication Services 2.15%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
148
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$7K ﹤0.01%
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$7K ﹤0.01%
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$6K ﹤0.01%
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53
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$6K ﹤0.01%
83
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$6K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
+146
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95
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$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
44
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$4K ﹤0.01%
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243
$4K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
4
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$3K ﹤0.01%
443
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$3K ﹤0.01%
40
250
$3K ﹤0.01%
62
8 9
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