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
26
$5.34M 1.29%
21,987
+622
27
$5.17M 1.25%
78,362
+158
28
$5M 1.21%
156,558
-4,780
29
$4.84M 1.17%
64,132
-126
30
$4.4M 1.06%
56,132
+1,639
31
$4.17M 1.01%
13,208
+183
32
$4.07M 0.98%
40,593
+4,000
33
$3.81M 0.92%
120,351
-5,739
34
$3.74M 0.91%
83,806
+1,676
35
$3.19M 0.77%
22,707
+128
36
$2.94M 0.71%
10,461
+162
37
$2.92M 0.71%
66,948
+1,080
38
$2.61M 0.63%
93,601
-21,660
39
$2.53M 0.61%
26,199
+2,874
40
$2.43M 0.59%
11,631
-3
41
$2.14M 0.52%
40,320
42
$2M 0.48%
47,445
+814
43
$1.94M 0.47%
58,229
+1,269
44
$1.81M 0.44%
6,420
+68
45
$1.81M 0.44%
40,418
+490
46
$1.81M 0.44%
5,300
+218
47
$1.8M 0.44%
6,049
+197
48
$1.74M 0.42%
4,128
+198
49
$1.67M 0.4%
5,075
+2
50
$1.63M 0.39%
13,494
+2
1
2
3 4 5