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
$204M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.25M
3
+$1.19M
4
FI icon
Fiserv
FI
+$1.13M
5
WFC icon
Wells Fargo
WFC
+$1.09M

Top Sells

1
+$3.98M
2
+$3.62M
3
+$2.84M
4
STZ icon
Constellation Brands
STZ
+$1.5M
5
MDT icon
Medtronic
MDT
+$1.46M

Sector Composition

1 Technology 27.98%
2 Financials 23.85%
3 Healthcare 12.03%
4 Consumer Discretionary 10.23%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.81%
19,515
-7,919
27
$3.41M 1.67%
30,571
+285
28
$2.87M 1.4%
72,125
+4,700
29
$2.64M 1.29%
49,140
+20,200
30
$2.24M 1.1%
+18,894
31
$2.18M 1.07%
7,415
+1,000
32
$2.15M 1.05%
90,000
-11,500
33
$2.13M 1.04%
15,592
+500
34
$1.95M 0.95%
24,920
-1,100
35
$1.86M 0.91%
8,208
36
$1.68M 0.82%
22,000
-7,125
37
$1.68M 0.82%
12,310
38
$1.63M 0.8%
24,360
-1,980
39
$1.63M 0.8%
10,000
40
$1.57M 0.77%
13,853
-12,920
41
$1.5M 0.74%
10,296
+960
42
$1.32M 0.65%
6,037
+100
43
$1.27M 0.62%
20,860
44
$1.26M 0.62%
11,453
-1,100
45
$1.24M 0.61%
65,600
+15,400
46
$1.21M 0.59%
161,000
+91,000
47
$1.13M 0.55%
56,517
+12,000
48
$839K 0.41%
17,494
+1,716
49
$788K 0.39%
26,300
+17,500
50
$738K 0.36%
+3,500
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