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
76
$76K 0.04%
1,663
-1,711
77
$55K 0.03%
1,200
78
$54K 0.03%
123
79
$53K 0.03%
230
80
$51K 0.03%
559
81
$48K 0.02%
2,397
+136
82
$46K 0.02%
520
83
$40K 0.02%
+168
84
$40K 0.02%
1,019
-7,417
85
$39K 0.02%
1,626
-6,086
86
$37K 0.02%
170
87
$34K 0.02%
926
+858
88
$33K 0.02%
762
89
$33K 0.02%
900
90
$33K 0.02%
210
91
$30K 0.02%
+768
92
$26K 0.01%
351
93
$25K 0.01%
323
94
$24K 0.01%
122
95
$23K 0.01%
224
96
$22K 0.01%
369
97
$21K 0.01%
624
98
$20K 0.01%
180
99
$18K 0.01%
1,235
100
$18K 0.01%
200
2 3
4
5 6