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
151
$1K ﹤0.01%
26
152
$1K ﹤0.01%
3
153
$1K ﹤0.01%
13
154
$1K ﹤0.01%
43
155
$1K ﹤0.01%
4
156
$1K ﹤0.01%
2
157
$1K ﹤0.01%
30
158
$1K ﹤0.01%
13
159
– –
-3,983
160
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161
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-42
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-7
163
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-3,400
164
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165
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166
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167
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-4
168
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169
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170
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171
$0 ﹤0.01%
7
-1
172
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173
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-3,508
174
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-5,069
175
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-28,923
4 5 6
7
8