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
176
-13,229
177
-8,028