WCM

Wisconsin Capital Management Portfolio holdings

AUM $181M
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.99M
3
+$6.83M
4
VOD icon
Vodafone
VOD
+$6.78M
5
PEP icon
PepsiCo
PEP
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.57%
2 Energy 11.83%
3 Industrials 11.58%
4 Healthcare 11.42%
5 Consumer Staples 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.6%
+28,014
52
$1.33M 0.56%
+11,185
53
$1.23M 0.52%
+21,580
54
$1.11M 0.47%
+20,081
55
$1.09M 0.46%
+78,200
56
$1.01M 0.43%
+1,185
57
$947K 0.4%
+55,454
58
$914K 0.39%
+47,010
59
$891K 0.38%
+40,770
60
$759K 0.32%
+18,392
61
$729K 0.31%
+22,895
62
$710K 0.3%
+6,545
63
$676K 0.29%
+10,020
64
$559K 0.24%
+6,450
65
$545K 0.23%
+15,200
66
$538K 0.23%
+16,050
67
$535K 0.23%
+15,291
68
$494K 0.21%
+8,630
69
$494K 0.21%
+45,285
70
$478K 0.2%
+13,231
71
$459K 0.19%
+8,145
72
$454K 0.19%
+1,800
73
$437K 0.19%
+12,805
74
$429K 0.18%
+19,721
75
$387K 0.16%
+2,415
1 2
3
4