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
$94.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4M
3
+$3.56M
4
ISRG icon
Intuitive Surgical
ISRG
+$3.48M
5
WEX icon
WEX
WEX
+$3.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.11%
2 Financials 22.46%
3 Healthcare 13.22%
4 Consumer Discretionary 7.84%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.85%
+15,963
27
$1.62M 1.71%
+52,125
28
$1.58M 1.67%
+6,020
29
$1.55M 1.64%
+18,000
30
$1.52M 1.61%
+16,750
31
$1.51M 1.6%
+452,000
32
$1.47M 1.56%
+11,140
33
$1.39M 1.47%
+14,250
34
$1.34M 1.42%
+68,549
35
$1.23M 1.31%
+9,000
36
$1.11M 1.17%
+10,650
37
$914K 0.97%
+3,400
38
$910K 0.96%
+21,000
39
$616K 0.65%
+11,900
40
$599K 0.63%
+37,500
41
$565K 0.6%
+18,000
42
$546K 0.58%
+36,000
43
$466K 0.49%
+4,217
44
$459K 0.49%
+3,560
45
$424K 0.45%
+10,744
46
$389K 0.41%
+2,483
47
$324K 0.34%
+5,700
48
$297K 0.31%
+2,730
49
$245K 0.26%
+1,712
50
$201K 0.21%
+6,800
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