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
101
$16K 0.01%
157
-31
102
$16K 0.01%
336
-531
103
$15K 0.01%
382
104
$15K 0.01%
138
105
$14K 0.01%
+81
106
$10K 0.01%
360
107
$10K 0.01%
+250
108
$9K ﹤0.01%
111
109
$8K ﹤0.01%
52
110
$8K ﹤0.01%
200
111
$6K ﹤0.01%
124
-287
112
$6K ﹤0.01%
292
-1,180
113
$5K ﹤0.01%
175
114
$5K ﹤0.01%
100
115
$4K ﹤0.01%
11
+6
116
$4K ﹤0.01%
200
117
$4K ﹤0.01%
25
118
$3K ﹤0.01%
72
119
$3K ﹤0.01%
+50
120
$3K ﹤0.01%
44
121
$3K ﹤0.01%
84
+9
122
$2K ﹤0.01%
9
123
$2K ﹤0.01%
4
124
$2K ﹤0.01%
95
125
$2K ﹤0.01%
146
3 4
5
6 7