WCM

Winthrop Capital Management Portfolio holdings

AUM $413M
1-Year Est. Return 12.38%
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.14M
3
+$1.07M
4
DIS icon
Walt Disney
DIS
+$1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$858K

Top Sells

1
+$4.89M
2
+$1.36M
3
+$1.04M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$520K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$500K

Sector Composition

1 Technology 3.34%
2 Utilities 3.15%
3 Communication Services 2.62%
4 Financials 2.47%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-19
177
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0
178
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-20
179
– –
-7
180
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-10
181
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-39
182
– –
-1,768
183
– –
-17,496
4 5 6 7
8