WCM
Winthrop Capital Management Portfolio holdings
AUM
$396M
1-Year Return
12.4%
This Quarter Return
+7.38%
1 Year Return
+12.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$396M
AUM Growth
+$32.1M
(+8.8%)
Cap. Flow
+$9.11M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
38.58%
Holding
361
New
29
Increased
61
Reduced
78
Closed
10
Top Buys
| 1 |
Apple
AAPL
|
+$4.19M |
| 2 |
Amazon
AMZN
|
+$3.1M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$2.53M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.22M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.71M |
Top Sells
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Healthcare | 4.99% |
| 3 | Financials | 2.58% |
| 4 | Consumer Staples | 1.89% |
| 5 | Communication Services | 1.87% |
