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
151
$84K 0.02%
84,445
152
$84K 0.02%
+822
153
$82K 0.02%
255
154
$78K 0.02%
1,663
155
$73K 0.02%
128
156
$73K 0.02%
1,048
157
$72K 0.02%
2,543
158
$69K 0.02%
1,128
159
$69K 0.02%
1,200
160
$66K 0.02%
762
161
$66K 0.02%
205
162
$63K 0.02%
768
163
$59K 0.01%
1,467
164
$58K 0.01%
409
165
$54K 0.01%
589
166
$53K 0.01%
960
167
$50K 0.01%
204
+200
168
$50K 0.01%
280
+270
169
$50K 0.01%
81
170
$49K 0.01%
488
171
$49K 0.01%
1,842
172
$48K 0.01%
176
173
$46K 0.01%
514
174
$46K 0.01%
767
175
$44K 0.01%
332
+96
5 6
7
8 9