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
201
$19K ﹤0.01%
139
202
$19K ﹤0.01%
154
203
$19K ﹤0.01%
120
-35
204
$18K ﹤0.01%
612
205
$18K ﹤0.01%
760
206
$18K ﹤0.01%
142
207
$16K ﹤0.01%
336
208
$16K ﹤0.01%
70
209
$16K ﹤0.01%
36
210
$15K ﹤0.01%
+235
211
$15K ﹤0.01%
768
-5,372
212
$14K ﹤0.01%
178
213
$14K ﹤0.01%
242
214
$14K ﹤0.01%
200
215
$13K ﹤0.01%
115
216
$13K ﹤0.01%
594
217
$13K ﹤0.01%
6,000
218
$10K ﹤0.01%
360
219
$10K ﹤0.01%
216
+172
220
$9K ﹤0.01%
+502
221
$9K ﹤0.01%
18
222
$9K ﹤0.01%
73
223
$9K ﹤0.01%
365
+324
224
$8K ﹤0.01%
286
225
$8K ﹤0.01%
79
7 8
9
10 11