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
$260M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.61M
3
+$1.47M
4
HAIN icon
Hain Celestial
HAIN
+$1.29M
5
UNP icon
Union Pacific
UNP
+$1.22M

Top Sells

1
+$2.89M
2
+$2.04M
3
+$1.26M
4
PG icon
Procter & Gamble
PG
+$1.23M
5
PEP icon
PepsiCo
PEP
+$937K

Sector Composition

1 Financials 15.5%
2 Industrials 13.22%
3 Consumer Staples 12.54%
4 Energy 12.5%
5 Healthcare 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.57%
22,185
52
$1.46M 0.56%
14,850
-300
53
$1.44M 0.55%
30,300
-3,040
54
$1.42M 0.54%
63,250
-128,800
55
$1.34M 0.51%
94,600
+3,000
56
$1.29M 0.49%
+28,130
57
$1.28M 0.49%
37,090
-36,570
58
$1.27M 0.49%
26,714
-600
59
$1.22M 0.47%
+13,050
60
$1.2M 0.46%
17,833
-664
61
$1.12M 0.43%
+32,220
62
$1.11M 0.42%
43,050
+1,770
63
$1.05M 0.41%
27,295
+800
64
$1.05M 0.4%
46,260
+150
65
$1.03M 0.4%
+31,830
66
$1.02M 0.39%
+33,031
67
$1.01M 0.39%
8,150
-75
68
$932K 0.36%
18,742
+750
69
$905K 0.35%
5,545
70
$893K 0.34%
15,610
-7,225
71
$860K 0.33%
3,403
-580
72
$849K 0.33%
9,650
+50
73
$778K 0.3%
9,505
+360
74
$741K 0.28%
11,805
+700
75
$731K 0.28%
726
-139
1 2
3
4 5