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
$186M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.07M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$2.75M
5
WEX icon
WEX
WEX
+$2.61M

Top Sells

1
+$2.71M
2
+$268K
3
+$49.7K

Sector Composition

1 Technology 33.09%
2 Financials 21.75%
3 Healthcare 12.92%
4 Consumer Discretionary 9.31%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 1.86%
29,425
+2,300
27
$3.47M 1.86%
21,300
+3,500
28
$3.33M 1.79%
34,223
+17,473
29
$2.92M 1.57%
31,236
+12,236
30
$2.86M 1.53%
52,278
+11,278
31
$2.74M 1.47%
668,000
32
$2.59M 1.39%
52,296
+41,552
33
$2.43M 1.3%
21,705
+5,955
34
$2.36M 1.27%
65,475
+6,000
35
$2.35M 1.26%
86,500
+8,951
36
$2.23M 1.2%
16,015
+12,375
37
$2.22M 1.19%
16,927
+13,010
38
$1.9M 1.02%
22,020
+20
39
$1.7M 0.91%
+25,425
40
$1.7M 0.91%
+6,415
41
$1.59M 0.85%
+12,535
42
$1.52M 0.81%
10,000
+1,000
43
$1.49M 0.8%
+7,008
44
$1.47M 0.79%
3,650
+250
45
$1.43M 0.77%
26,460
+14,560
46
$1.41M 0.76%
12,848
-452
47
$1.11M 0.59%
+20,960
48
$1.1M 0.59%
+5,282
49
$1.06M 0.57%
59,400
+23,400
50
$992K 0.53%
+24,689
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