WCM

Wisconsin Capital Management Portfolio holdings

AUM $181M
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.99M
3
+$6.83M
4
VOD icon
Vodafone
VOD
+$6.78M
5
PEP icon
PepsiCo
PEP
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.57%
2 Energy 11.83%
3 Industrials 11.58%
4 Healthcare 11.42%
5 Consumer Staples 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.69%
+135,650
27
$3.95M 1.67%
+178,451
28
$3.91M 1.66%
+34,933
29
$3.85M 1.63%
+111,413
30
$3.71M 1.57%
+83,620
31
$3.68M 1.56%
+129,130
32
$3.58M 1.52%
+49,980
33
$3.33M 1.41%
+77,130
34
$3.27M 1.38%
+56,279
35
$3.26M 1.38%
+93,450
36
$3.24M 1.38%
+68,095
37
$3.23M 1.37%
+54,865
38
$3.01M 1.28%
+123,565
39
$2.99M 1.27%
+87,614
40
$2.92M 1.24%
+137,650
41
$2.84M 1.21%
+31,860
42
$2.73M 1.16%
+31,625
43
$2.68M 1.14%
+41,430
44
$2.31M 0.98%
+124,070
45
$2.27M 0.96%
+66,100
46
$1.97M 0.84%
+41,140
47
$1.92M 0.81%
+43,350
48
$1.91M 0.81%
+21,180
49
$1.76M 0.75%
+34,145
50
$1.68M 0.71%
+9,207
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