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
$270M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.55M
3
+$1.08M
4
ANSS
Ansys
ANSS
+$1.05M
5
KMI icon
Kinder Morgan
KMI
+$704K

Top Sells

1
+$3.1M
2
+$2.17M
3
+$913K
4
GWW icon
W.W. Grainger
GWW
+$719K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$710K

Sector Composition

1 Financials 15.1%
2 Consumer Staples 12.88%
3 Energy 12.65%
4 Industrials 12.49%
5 Technology 11.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.23M 1.56%
51,974
-142
27
$4.12M 1.52%
33,981
-234
28
$4.01M 1.49%
34,774
+5,514
29
$3.86M 1.43%
300,664
-7,936
30
$3.61M 1.34%
244,316
+1,416
31
$3.55M 1.31%
19,930
-1,850
32
$3.44M 1.27%
34,955
+705
33
$3.36M 1.24%
95,766
-884
34
$3.36M 1.24%
65,412
+1,530
35
$3.22M 1.19%
39,863
-167
36
$3.18M 1.18%
61,725
-900
37
$3.11M 1.15%
26,093
-2,675
38
$2.95M 1.09%
35,257
+71
39
$2.94M 1.09%
31,217
-81
40
$2.92M 1.08%
145,751
-3,000
41
$2.84M 1.05%
45,885
-700
42
$2.8M 1.04%
2,416
+930
43
$2.78M 1.03%
+40,570
44
$2.67M 0.99%
64,171
-6,804
45
$2.55M 0.94%
+103,700
46
$2.54M 0.94%
54,810
47
$2.38M 0.88%
42,014
-289
48
$2.37M 0.88%
40,060
49
$2.28M 0.84%
1,946
-606
50
$1.93M 0.71%
50,240
+18,360
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