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
$242M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$7.04M
3
+$4.85M
4
XYZ
Block Inc
XYZ
+$3.84M
5
PAGS icon
PagSeguro Digital
PAGS
+$1.68M

Top Sells

1
+$5.81M
2
+$5.16M
3
+$4.06M
4
ADSK icon
Autodesk
ADSK
+$3.16M
5
AMD icon
Advanced Micro Devices
AMD
+$2.98M

Sector Composition

1 Technology 43.12%
2 Financials 17.74%
3 Consumer Discretionary 10.71%
4 Industrials 7.91%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 1.59%
25,285
-11,410
27
$3.84M 1.59%
+16,928
28
$3.69M 1.52%
28,011
+1,061
29
$3.62M 1.49%
64,263
+4,263
30
$3.5M 1.45%
22,946
+1,246
31
$3.35M 1.38%
20,399
-150
32
$2.92M 1.21%
95,250
+6,850
33
$2.41M 1%
6,841
-4
34
$2.37M 0.98%
30,656
-2,884
35
$2.31M 0.95%
16,325
-8,233
36
$1.82M 0.75%
7,482
-16,665
37
$1.74M 0.72%
19,275
-725
38
$1.65M 0.68%
15,980
-2,060
39
$1.59M 0.66%
64,000
40
$1.3M 0.53%
16,700
-4,000
41
$1.19M 0.49%
48,000
42
$586K 0.24%
4,963
-585
43
$554K 0.23%
5,425
+200
44
$399K 0.16%
1,511
-439
45
$371K 0.15%
5,049
-250
46
$357K 0.15%
1,937
-563
47
$303K 0.13%
13,240
48
$264K 0.11%
1,215
-353
49
$261K 0.11%
4,000
50
$240K 0.1%
2,000
1
2
3