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
51
$312K 0.16%
+1,000
52
$254K 0.13%
458
-53
53
$244K 0.12%
7,926
54
$240K 0.12%
1,027
-81
55
$233K 0.12%
986
+35
56
$229K 0.11%
562
+12
57
$226K 0.11%
962
-191
58
$221K 0.11%
924
+51
59
$204K 0.1%
+1,965
60
$204K 0.1%
405
+98
61
$181K 0.09%
3,126
-286
62
$170K 0.09%
838
-56
63
$152K 0.08%
201
+5
64
$139K 0.07%
2,172
-196
65
$134K 0.07%
1,768
-31
66
$120K 0.06%
6,107
-430
67
$99K 0.05%
2,405
+570
68
$95K 0.05%
2,314
+5
69
$94K 0.05%
2,064
70
$89K 0.04%
1,058
+51
71
$89K 0.04%
4,673
+75
72
$87K 0.04%
1,203
-1
73
$87K 0.04%
730
74
$87K 0.04%
2,663
75
$78K 0.04%
302
+15
1 2
3
4 5