We are live on ! Find out more
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
351
– –
-4
352
– –
-4,090
353
– –
-8
354
– –
-1
355
– –
-7
356
– –
-15
357
$0 ﹤0.01%
8
358
– –
-3
359
$0 ﹤0.01%
+15
360
– –
-34
361
– –
-1
362
– –
-13
363
– –
-5
364
– –
-12
365
$0 ﹤0.01%
11
366
$0 ﹤0.01%
17
367
– –
-17
368
– –
-8
369
– –
-6
370
$0 ﹤0.01%
4
371
– –
-38
372
$0 ﹤0.01%
+2
373
– –
-6
374
$0 ﹤0.01%
7
375
– –
-52
12 13 14
15
16