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
176
$43K 0.01%
304
177
$43K 0.01%
506
+3
178
$40K 0.01%
+40,000
179
$40K 0.01%
900
180
$39K 0.01%
566
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181
$38K 0.01%
1,626
182
$38K 0.01%
840
-74
183
$36K 0.01%
824
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184
$36K 0.01%
1,536
185
$36K 0.01%
1,075
186
$34K 0.01%
+690
187
$33K 0.01%
343
-7,481
188
$31K 0.01%
+785
189
$30K 0.01%
323
190
$29K 0.01%
346
191
$27K 0.01%
347
192
$25K 0.01%
225
193
$25K 0.01%
485
194
$23K 0.01%
2,024
+29
195
$23K 0.01%
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196
$23K 0.01%
2,600
197
$22K 0.01%
1,377
198
$21K 0.01%
250
199
$20K ﹤0.01%
452
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200
$19K ﹤0.01%
135
-82
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8
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