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WCM
Wisconsin Capital Management Portfolio holdings
AUM
$182M
1-Year Est. Return
38.99%
This Fund
S&P 500
1 Year Est. Return
+38.99%
AUM
$182M
AUM Growth
-$15.6M
(-7.9%)
Holding
55
Top Buys
| 1 | +$3.37M | |
| 2 | +$1.99M | |
| 3 | +$878K | |
| 4 |
Quanta Services
PWR
|
+$873K |
| 5 |
GE Vernova
GEV
|
+$845K |
Top Sells
| 1 | +$4.64M | |
| 2 | +$2.24M | |
| 3 | +$1.6M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.53M |
| 5 |
American Express
AXP
|
+$1.23M |
Sector Composition
| 1 | Technology | 31.24% |
| 2 | Financials | 15.63% |
| 3 | Industrials | 13.81% |
| 4 | Consumer Discretionary | 10.76% |
| 5 | Communication Services | 8.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Genius Sports
GENI
$1.88B
| $202K | 0.11% |
45,500
|
|
||
52
BGC Group
BGC
$5.37B
| – | – |
-20,000
|
|
||
53
Cellebrite
CLBT
$3.2B
| – | – |
-89,000
|
|
||
54
Global X 1-3 Month T-Bill ETF
CLIP
$2.84B
| – | – |
-2,012
|
|
||
55
Autodesk
ADSK
$43.4B
| – | – |
-15,659
|
|