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
$182M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$320K
3
+$306K
4
GDYN icon
Grid Dynamics Holdings
GDYN
+$222K
5
AMD icon
Advanced Micro Devices
AMD
+$55.1K

Top Sells

1
+$3.31M
2
+$2.03M
3
+$1.44M
4
TOST icon
Toast
TOST
+$911K
5
VSEC icon
VSE Corp
VSEC
+$794K

Sector Composition

1 Technology 41.27%
2 Financials 14.12%
3 Healthcare 10.12%
4 Consumer Discretionary 7.21%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.15%
18,330
-2,545
27
$1.96M 1.08%
12,871
-489
28
$1.8M 0.99%
14,510
29
$1.63M 0.9%
8,265
30
$1.53M 0.84%
15,385
-1,369
31
$1.29M 0.71%
6,760
32
$1.14M 0.63%
44,000
33
$1.04M 0.57%
37,500
34
$768K 0.42%
1,582
+27
35
$540K 0.3%
1,798
+49
36
$529K 0.29%
9,230
-35,446
37
$498K 0.27%
1,383
+3
38
$405K 0.22%
15,000
39
$320K 0.18%
+6,465
40
$320K 0.18%
626
41
$259K 0.14%
3,500
42
$241K 0.13%
8,300
-13,374
43
$232K 0.13%
5,825
44
$230K 0.13%
1,435
45
$226K 0.12%
2,000
46
$222K 0.12%
+10,000
47
$217K 0.12%
2,350
-200
48
– –
-1,250
49
– –
-1,157
50
– –
-20,000
1
2
3