WCM

Winthrop Capital Management Portfolio holdings

AUM $396M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.04M
3
+$512K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$491K
5
NKE icon
Nike
NKE
+$476K

Top Sells

1
+$13.7M
2
+$4.71M
3
+$4.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M
5
YUM icon
Yum! Brands
YUM
+$1.11M

Sector Composition

1 Technology 5.78%
2 Financials 2.98%
3 Utilities 2.73%
4 Communication Services 2.43%
5 Healthcare 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.71%
16,088
-4,766
27
$1.39M 0.7%
12,126
+53
28
$1.36M 0.68%
9,331
+5
29
$1.31M 0.65%
1,540
+10
30
$1.3M 0.65%
4,941
+36
31
$1.18M 0.59%
18,228
-524
32
$1.15M 0.58%
19,481
-871
33
$1.13M 0.56%
11,943
+5
34
$1.04M 0.52%
+17,496
35
$1.03M 0.51%
26,731
+1,006
36
$881K 0.44%
8,792
+148
37
$822K 0.41%
9,575
+379
38
$695K 0.35%
10,151
-6,598
39
$684K 0.34%
5,978
+69
40
$641K 0.32%
16,376
-887
41
$605K 0.3%
7,824
-89
42
$572K 0.29%
7,307
+324
43
$495K 0.25%
6,295
-1,439
44
$476K 0.24%
+6,321
45
$461K 0.23%
22,654
-2,830
46
$451K 0.23%
2,627
+59
47
$431K 0.22%
967
+12
48
$421K 0.21%
4,090
49
$409K 0.2%
2,232
-1,000
50
$341K 0.17%
1,506
+99
1
2
3 4 5