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
$128M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.15M
3
+$1.03M
4
YUMC icon
Yum China
YUMC
+$473K
5
AXP icon
American Express
AXP
+$408K

Top Sells

1
+$2.76M
2
+$2.67M
3
+$1.37M
4
AMD icon
Advanced Micro Devices
AMD
+$1.33M
5
F icon
Ford
F
+$1.3M

Sector Composition

1 Technology 34.18%
2 Financials 17.19%
3 Consumer Discretionary 10.45%
4 Industrials 8.33%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.71%
23,323
-3,625
27
$2.17M 1.69%
13,260
-675
28
$2.01M 1.58%
254,778
+9,400
29
$1.73M 1.35%
6,267
-2,699
30
$1.61M 1.26%
144,225
-116,100
31
$1.4M 1.09%
39,500
32
$1.37M 1.07%
833
+50
33
$1.32M 1.04%
45,750
-2,500
34
$1.27M 1%
17,400
-763
35
$1.21M 0.95%
64,000
36
$994K 0.78%
21,000
+10,000
37
$968K 0.76%
48,000
38
$910K 0.71%
9,460
-2,440
39
$598K 0.47%
3,192
-14,726
40
$578K 0.45%
34,553
+5,000
41
$569K 0.45%
3,345
+327
42
$380K 0.3%
1,878
-3,608
43
$353K 0.28%
5,500
-250
44
$306K 0.24%
5,300
45
$287K 0.22%
4,000
46
$243K 0.19%
13,533
-30,157
47
– –
-2,000
1
2