WCM
Wisconsin Capital Management Portfolio holdings
AUM
$198M
1-Year Est. Return
31.93%
This Fund
S&P 500
1 Year Est. Return
+31.93%
AUM
$198M
AUM Growth
+$1.91M
(+0.98%)
Holding
52
Top Buys
| 1 | +$1.42M | |
| 2 | +$633K | |
| 3 | +$606K | |
| 4 |
AAR Corp
AIR
|
+$460K |
| 5 |
Visa
V
|
+$363K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.6M | |
| 3 | +$1.07M | |
| 4 |
Microchip Technology
MCHP
|
+$942K |
| 5 |
BGC Group
BGC
|
+$901K |
Sector Composition
| 1 | Technology | 37.1% |
| 2 | Financials | 17.85% |
| 3 | Communication Services | 9.88% |
| 4 | Consumer Discretionary | 9.02% |
| 5 | Industrials | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Montrose Environmental
MEG
$896M
| – | – |
-10,000
|
|
||
52
Thomson Reuters
TRI
$42.8B
| – | – |
-1,435
|
|