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
$259M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.24M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.26M
5
DOMO icon
Domo
DOMO
+$1.98M

Top Sells

1
+$9.42M
2
+$4.81M
3
+$4.78M
4
BSTC
BioSpecifics Technologies Corp.
BSTC
+$1.91M
5
PEP icon
PepsiCo
PEP
+$1.87M

Sector Composition

1 Technology 45.47%
2 Financials 19.34%
3 Healthcare 9.66%
4 Consumer Discretionary 8.17%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 1.4%
24,558
-12,617
27
$3.57M 1.38%
26,950
+600
28
$3.24M 1.25%
+57,000
29
$3.23M 1.25%
20,549
+8,495
30
$2.98M 1.15%
32,500
+9,500
31
$2.8M 1.08%
21,700
+7,500
32
$2.71M 1.05%
88,400
-6,500
33
$2.58M 0.99%
6,845
34
$2.4M 0.93%
33,540
-6,602
35
$1.62M 0.63%
+10,000
36
$1.61M 0.62%
20,000
-500
37
$1.58M 0.61%
18,040
+3,680
38
$1.43M 0.55%
20,700
-69,310
39
$1.42M 0.55%
64,000
+8,000
40
$1.09M 0.42%
48,000
+9,000
41
$837K 0.32%
22,725
+16,348
42
$650K 0.25%
5,548
+2,598
43
$600K 0.23%
+5,000
44
$462K 0.18%
5,225
45
$453K 0.17%
+2,500
46
$414K 0.16%
5,299
+1,107
47
$398K 0.15%
+1,950
48
$334K 0.13%
+1,568
49
$296K 0.11%
+2,300
50
$288K 0.11%
13,240
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