WCM

Wisconsin Capital Management Portfolio holdings

AUM $182M
1-Year Est. Return 38.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.04M
3
+$1.77M
4
AIR icon
AAR Corp
AIR
+$1.77M
5
CLBT icon
Cellebrite
CLBT
+$1.4M

Top Sells

1
+$2.9M
2
+$1.5M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.2M
5
AAPL icon
Apple
AAPL
+$917K

Sector Composition

1 Technology 39.08%
2 Financials 17.51%
3 Consumer Discretionary 9.34%
4 Industrials 8.47%
5 Communication Services 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.26%
8,835
27
$2.31M 1.18%
16,980
-50
28
$2.23M 1.14%
4,516
+1,425
29
$1.93M 0.99%
68,293
-565
30
$1.87M 0.95%
14,260
31
$1.65M 0.84%
+89,000
32
$1.58M 0.81%
11,246
-150
33
$1.42M 0.72%
5,820
34
$1.23M 0.63%
44,000
35
$1.23M 0.63%
14,610
-225
36
$1.14M 0.58%
120,000
37
$1.11M 0.57%
37,500
38
$1.08M 0.55%
67,547
+191
39
$871K 0.44%
2,481
+135
40
$731K 0.37%
10,040
+2,800
41
$701K 0.36%
15,583
-61,558
42
$561K 0.29%
+45,294
43
$376K 0.19%
626
44
$334K 0.17%
3,500
45
$280K 0.14%
+2,792
46
$275K 0.14%
10,000
47
$268K 0.14%
2,000
48
$233K 0.12%
+1,258
49
$223K 0.11%
1,413
50
– –
-8,563
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