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
$273M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.09M
3
+$919K
4
CVX icon
Chevron
CVX
+$828K
5
CERN
Cerner Corp
CERN
+$526K

Top Sells

1
+$3.36M
2
+$943K
3
+$835K
4
ABT icon
Abbott
ABT
+$808K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$528K

Sector Composition

1 Financials 14.75%
2 Energy 13.48%
3 Industrials 12.88%
4 Consumer Staples 12.56%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.66%
+1,486
52
$1.62M 0.6%
95,350
+750
53
$1.62M 0.59%
22,039
-146
54
$1.6M 0.59%
64,350
+1,100
55
$1.52M 0.56%
34,230
+6,100
56
$1.48M 0.54%
14,705
-145
57
$1.39M 0.51%
29,495
-805
58
$1.39M 0.51%
36,865
-225
59
$1.3M 0.48%
13,050
60
$1.28M 0.47%
26,214
-500
61
$1.27M 0.46%
32,745
+525
62
$1.26M 0.46%
17,322
-511
63
$1.18M 0.43%
43,200
+150
64
$1.16M 0.42%
31,880
+50
65
$1.12M 0.41%
47,940
+1,680
66
$1.09M 0.4%
32,950
-81
67
$1.09M 0.4%
27,295
68
$1.04M 0.38%
8,100
-50
69
$975K 0.36%
18,542
-200
70
$941K 0.35%
15,660
+50
71
$919K 0.34%
+25,000
72
$888K 0.33%
5,525
-20
73
$879K 0.32%
9,615
-35
74
$817K 0.3%
707
-19
75
$787K 0.29%
9,340
-165
1 2
3
4 5