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
$244M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.12M
3
+$2.26M
4
AMZN icon
Amazon
AMZN
+$848K
5
COUP
Coupa Software Incorporated
COUP
+$625K

Top Sells

1
+$7.06M
2
+$1.92M
3
+$1.38M
4
EXAS icon
Exact Sciences
EXAS
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Technology 41.73%
2 Financials 18.99%
3 Consumer Discretionary 9.45%
4 Healthcare 8.49%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 1.48%
70,000
+2,000
27
$3.28M 1.35%
38,847
-8,916
28
$3.12M 1.28%
24,946
+2,600
29
$3.08M 1.27%
6,866
30
$3.01M 1.24%
18,649
-1,650
31
$2.65M 1.09%
30,806
+150
32
$2.65M 1.08%
7,769
-1,360
33
$2.36M 0.97%
15,685
-300
34
$2.26M 0.93%
+33,128
35
$2.04M 0.84%
15,280
-700
36
$1.97M 0.81%
64,250
-45,000
37
$1.95M 0.8%
7,407
38
$1.8M 0.74%
3,928
-4,191
39
$1.77M 0.73%
18,775
-500
40
$1.6M 0.66%
64,000
41
$1.25M 0.51%
16,300
-400
42
$1.23M 0.5%
48,000
43
$1.21M 0.5%
12,701
-13,950
44
$963K 0.4%
20,000
+6,500
45
$680K 0.28%
2,250
+250
46
$647K 0.27%
8,039
+5,500
47
$442K 0.18%
+20,000
48
$409K 0.17%
3,263
-1,700
49
$408K 0.17%
4,975
-450
50
$328K 0.13%
1,937
1
2
3