WCM
Winthrop Capital Management Portfolio holdings
AUM
$413M
1-Year Est. Return
12.38%
1 Year Est. Return
+12.38%
AUM
$413M
AUM Growth
+$17.8M
(+4.5%)
Holding
368
Top Buys
| 1 | +$1.62M | |
| 2 | +$1.1M | |
| 3 | +$929K | |
| 4 |
UnitedHealth
UNH
|
+$860K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$757K |
Top Sells
| 1 | +$4.19M | |
| 2 | +$3.1M | |
| 3 | +$815K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$737K |
| 5 |
Medtronic
MDT
|
+$720K |
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 | |
|---|---|---|---|---|---|---|
351
Eastman Chemical
EMN
$6.96B
| $0 | ﹤0.01% |
2
|
|
||
352
Eversource Energy
ES
$24.9B
| $0 | ﹤0.01% |
6
|
|
||
353
EVgo
EVGO
$422M
| $0 | ﹤0.01% |
100
|
|
||
354
Evergy
EVRG
$17.2B
| $0 | ﹤0.01% |
5
|
|
||
355
Edwards Lifesciences
EW
$49.2B
| – | – |
-15
|
|
||
356
Fortinet
FTNT
$61.7B
| – | – |
-595
|
|
||
357
GE HealthCare
GEHC
$36.5B
| – | – |
-111
|
|
||
358
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.29B
| – | – |
-4,090
|
|
||
359
JPMorgan Ultra-Short Income ETF
JPST
$35B
| – | – |
-3,962
|
|
||
360
Kraft Heinz
KHC
$29.5B
| $0 | ﹤0.01% |
8
|
|
||
361
Lucid Motors
LCID
$4.18B
| $0 | ﹤0.01% |
15
|
|
||
|
NEE.PRR
362
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
| – | – |
-426
|
|
||
363
PPL Corp
PPL
$26.1B
| $0 | ﹤0.01% |
11
|
|
||
364
Paysafe
PSFE
$457M
| $0 | ﹤0.01% |
17
|
|
||
365
Sarepta Therapeutics
SRPT
$2.14B
| $0 | ﹤0.01% |
9
|
|
||
366
United Parcel Service
UPS
$81.1B
| $0 | ﹤0.01% |
4
|
|
||
|
VRNA
367
DELISTED
Verona Pharma
VRNA
| – | – |
-835
|
|
||
368
Vistra
VST
$58.5B
| $0 | ﹤0.01% |
2
|
|