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
$207M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.26M
3
+$3M
4
OLO
Olo Inc
OLO
+$2.2M
5
NTR icon
Nutrien
NTR
+$1.43M

Top Sells

1
+$4.05M
2
+$3.7M
3
+$3.58M
4
V icon
Visa
V
+$2.82M
5
ANSS
Ansys
ANSS
+$2.66M

Sector Composition

1 Technology 39.43%
2 Financials 16.78%
3 Consumer Discretionary 10.8%
4 Industrials 8.06%
5 Healthcare 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.57%
+17,440
27
$3.22M 1.55%
31,736
28
$2.67M 1.29%
52,813
+13,966
29
$2.63M 1.27%
15,685
30
$2.45M 1.18%
185,163
+165,723
31
$2M 0.97%
14,360
32
$1.79M 0.86%
18,275
-500
33
$1.76M 0.85%
23,425
+10,975
34
$1.64M 0.79%
35,500
35
$1.62M 0.78%
6,061
+3
36
$1.52M 0.73%
64,000
37
$1.49M 0.72%
348,700
+27,500
38
$1.43M 0.69%
48,250
-1,000
39
$1.43M 0.69%
+13,700
40
$1.34M 0.65%
3,009
41
$1.21M 0.59%
48,000
42
$631K 0.3%
2,755
+255
43
$475K 0.23%
3,500
44
$433K 0.21%
5,739
45
$337K 0.16%
4,000
46
$308K 0.15%
5,200
47
$291K 0.14%
492
48
$266K 0.13%
1,937
49
$237K 0.11%
2,000
50
$225K 0.11%
+865
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2
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