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
126
$2K ﹤0.01%
20
127
$2K ﹤0.01%
39
128
$2K ﹤0.01%
+25
129
$2K ﹤0.01%
+15
130
$2K ﹤0.01%
+39
131
$1K ﹤0.01%
17
132
$1K ﹤0.01%
8
133
$1K ﹤0.01%
6
134
$1K ﹤0.01%
84
135
$1K ﹤0.01%
5
136
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19
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10
138
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3
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9
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$1K ﹤0.01%
4
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$1K ﹤0.01%
6
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+10
146
$1K ﹤0.01%
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147
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32
148
$1K ﹤0.01%
21
149
$1K ﹤0.01%
10
150
$1K ﹤0.01%
7
4 5
6
7 8