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
$210M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.14M
3 +$1.07M
4
DIS icon
Walt Disney
DIS
+$1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$858K

Sector Composition

1 Technology 3.34%
2 Utilities 3.15%
3 Communication Services 2.62%
4 Financials 2.47%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$23K 0.01%
624
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+156
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157
104
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81
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180
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138
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$17K 0.01%
+128
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$16K 0.01%
382
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$16K 0.01%
336
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$16K 0.01%
200
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$13K 0.01%
68
-858
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$12K 0.01%
47
-75
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$10K ﹤0.01%
360
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$10K ﹤0.01%
111
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$3K ﹤0.01%
50
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44
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$3K ﹤0.01%
84
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$3K ﹤0.01%
39
125
$2K ﹤0.01%
32