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
$260M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.61M
3
+$1.47M
4
HAIN icon
Hain Celestial
HAIN
+$1.29M
5
UNP icon
Union Pacific
UNP
+$1.22M

Top Sells

1
+$2.89M
2
+$2.04M
3
+$1.26M
4
PG icon
Procter & Gamble
PG
+$1.23M
5
PEP icon
PepsiCo
PEP
+$937K

Sector Composition

1 Financials 15.5%
2 Industrials 13.22%
3 Consumer Staples 12.54%
4 Energy 12.5%
5 Healthcare 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.36M 1.68%
34,898
+3,225
27
$3.96M 1.52%
139,730
+3,050
28
$3.91M 1.5%
50,700
-1,709
29
$3.82M 1.47%
244,800
+77,025
30
$3.62M 1.39%
29,015
+1,920
31
$3.55M 1.36%
2,990
-309
32
$3.49M 1.34%
90,725
-2,425
33
$3.45M 1.33%
35,415
+1,025
34
$3.42M 1.31%
42,350
+350
35
$3.37M 1.29%
97,450
+2,300
36
$3.3M 1.27%
40,505
-100
37
$3.22M 1.24%
32,923
+1,493
38
$3.19M 1.23%
116,750
-11,450
39
$3.19M 1.22%
+31,215
40
$2.86M 1.1%
62,825
-12,080
41
$2.85M 1.09%
35,336
-15,235
42
$2.81M 1.08%
141,451
+10,750
43
$2.76M 1.06%
44,835
-5,360
44
$2.67M 1.02%
22,423
+3,285
45
$2.65M 1.02%
40,060
-740
46
$2.28M 0.88%
42,172
-10,590
47
$2.25M 0.86%
54,860
-100
48
$2.06M 0.79%
40,145
-2,325
49
$1.99M 0.77%
50,687
+428
50
$1.95M 0.75%
40,005
+30,285
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