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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
$364M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.75M
3
+$1.21M
4
TSM icon
TSMC
TSM
+$463K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$461K

Top Sells

1
+$5.16M
2
+$3.19M
3
+$2.33M
4
TEF
Telefonica
TEF
+$1.36M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$489K

Sector Composition

1 Healthcare 5.84%
2 Technology 4.16%
3 Financials 2.42%
4 Consumer Staples 2.14%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
4
302
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+16
303
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4
304
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8
-2
305
$1K ﹤0.01%
6
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306
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307
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5
308
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309
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310
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7
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311
$1K ﹤0.01%
8
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312
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$1K ﹤0.01%
8
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4
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316
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9
319
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320
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4
321
– –
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322
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-16
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– –
-1,951
324
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-7
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-924
11 12
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