WCM
Wisconsin Capital Management Portfolio holdings
AUM $157M
AUM
$157M
AUM Growth
-$25M (-14%)
Cap. Flow
-$1.51M
Cap. Flow % of AUM
-0.96%
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 | $2.71M | |
| 2 | $1.99M | |
| 3 | $690K | |
| 4 | $661K | |
| 5 | $639K |
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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -9,596 | Closed | – | |||
| $0 | 0% | 0 -5,825 | Closed | – | |||
| $0 | 0% | 0 -33,320 | Closed | – |
