WCM
Wisconsin Capital Management Portfolio holdings
AUM $157M
This Quarter Return
-3.98%
1 Year Return
+8.69%
3 Year Return
+66.42%
5 Year Return
+235.08%
10 Year Return
–
AUM
$157M
AUM Growth
-$25M (-14%)
Cap. Flow
-$14.9M
Cap. Flow % of AUM
-9.48%
Top 10 Holdings %Top 10 Hldgs %
54.16%
Holding
53
New
6
Increased
9
Reduced
23
Closed
5
Top Buys
| 1 | $2.58M | |
| 2 | $1.82M | |
| 3 | $1.67M | |
| 4 | $1.1M | |
| 5 | $753K |
Top Sells
| 1 | $5.84M | |
| 2 | $4.76M | |
| 3 | $2.71M | |
| 4 | $2.12M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -9,596 | Closed | -$2.12M | |||
| – | – | -5,825 | Closed | -$232K | |||
| – | – | -33,320 | Closed | -$5.84M |
