WCM

Wisconsin Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.82M
3
+$1.67M
4
BGC icon
BGC Group
BGC
+$1.1M
5
FISV
Fiserv Inc
FISV
+$753K

Top Sells

1
+$5.84M
2
+$4.76M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.12M
5
NVDA icon
NVIDIA
NVDA
+$1.99M

Sector Composition

1 Technology 36.94%
2 Financials 16.65%
3 Healthcare 11.93%
4 Consumer Discretionary 8.1%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.01%
14,510
27
$1.38M 0.88%
8,325
+60
28
$1.33M 0.85%
14,835
-550
29
$1.19M 0.76%
3,109
-7,066
30
$1.11M 0.71%
2,582
+1,000
31
$1.1M 0.7%
+120,000
32
$1.03M 0.66%
44,000
33
$983K 0.63%
37,500
34
$909K 0.58%
5,820
-940
35
$595K 0.38%
+5,569
36
$467K 0.3%
1,836
+38
37
$447K 0.28%
9,230
38
$397K 0.25%
6,740
+275
39
$390K 0.25%
+1,232
40
$384K 0.24%
+5,000
41
$300K 0.19%
3,150
+800
42
$294K 0.19%
626
43
$274K 0.17%
3,500
44
$265K 0.17%
2,000
45
$248K 0.16%
1,435
46
$243K 0.15%
8,300
47
$209K 0.13%
+1,258
48
$157K 0.1%
10,000
49
– –
-37,898
50
– –
-15,000
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