WCM

Winthrop Capital Management Portfolio holdings

AUM $389M
1-Year Est. Return 16.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.09M
3
+$894K
4
UNH icon
UnitedHealth
UNH
+$754K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$728K

Top Sells

1
+$4.19M
2
+$3.1M
3
+$789K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$726K
5
MDT icon
Medtronic
MDT
+$688K

Sector Composition

1 Technology 5.41%
2 Healthcare 4.89%
3 Financials 2.53%
4 Communication Services 2.15%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.09%
3,716
102
$356K 0.09%
13,986
-1,007
103
$351K 0.08%
2,483
+13
104
$346K 0.08%
6,372
+110
105
$340K 0.08%
7,926
106
$335K 0.08%
9,758
+332
107
$321K 0.08%
1,711
+2
108
$302K 0.07%
5,235
-459
109
$296K 0.07%
5,748
+73
110
$288K 0.07%
2,743
+51
111
$265K 0.06%
1,480
+22
112
$264K 0.06%
2,756
113
$258K 0.06%
2,759
114
$255K 0.06%
722
+165
115
$255K 0.06%
4,602
+741
116
$249K 0.06%
3,422
117
$244K 0.06%
490
+25
118
$237K 0.06%
800
-154
119
$210K 0.05%
4,159
+29
120
$209K 0.05%
267
+10
121
$206K 0.05%
1,234
+47
122
$182K 0.04%
1,294
123
$169K 0.04%
1,524
124
$167K 0.04%
+3,871
125
$166K 0.04%
637
3 4
5
6 7