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
$306M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.17%
2 Financials 2.7%
3 Consumer Discretionary 2.3%
4 Consumer Staples 2.28%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$845K 0.28%
+5,668
77
$830K 0.27%
+8,551
78
$830K 0.27%
+9,920
79
$823K 0.27%
+15,660
80
$755K 0.25%
+6,954
81
$751K 0.25%
+17,121
82
$730K 0.24%
+2,464
83
$700K 0.23%
+3,508
84
$680K 0.22%
+5,860
85
$673K 0.22%
+36,243
86
$629K 0.21%
+7,639
87
$606K 0.2%
+7,274
88
$588K 0.19%
+1,989
89
$574K 0.19%
+11,156
90
$556K 0.18%
+19,302
91
$532K 0.17%
+27,484
92
$516K 0.17%
+3,026
93
$509K 0.17%
+2,188
94
$462K 0.15%
+2,301
95
$455K 0.15%
+3,232
96
$416K 0.14%
+944
97
$406K 0.13%
+10,105
98
$397K 0.13%
+489
99
$389K 0.13%
+2,512
100
$374K 0.12%
+2,416