WCM
Winthrop Capital Management Portfolio holdings
AUM
$396M
This Quarter Return
+9.45%
1 Year Return
+12.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$306M
AUM Growth
–
Cap. Flow
+$306M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.74%
Holding
275
New
275
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Technology | 5.17% |
2 | Financials | 2.7% |
3 | Consumer Discretionary | 2.3% |
4 | Consumer Staples | 2.28% |
5 | Healthcare | 1.95% |