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
126
$155K 0.04%
1,975
+24
127
$151K 0.04%
1,704
+1
128
$146K 0.04%
2,966
-3,411
129
$145K 0.04%
304
130
$140K 0.03%
4,974
+49
131
$135K 0.03%
624
132
$134K 0.03%
625
-172
133
$129K 0.03%
1,650
134
$126K 0.03%
616
135
$126K 0.03%
533
136
$121K 0.03%
330
137
$121K 0.03%
6,000
138
$119K 0.03%
1,347
+462
139
$116K 0.03%
1,616
140
$110K 0.03%
929
141
$106K 0.03%
+4,327
142
$105K 0.03%
719
143
$102K 0.02%
885
144
$101K 0.02%
393
+100
145
$98K 0.02%
606
146
$97K 0.02%
2,064
147
$95K 0.02%
2,171
148
$94K 0.02%
800
149
$93K 0.02%
479
+129
150
$84K 0.02%
1,293
+20
4 5
6
7 8