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
$281M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.05M
3
+$1.3M
4
JKHY icon
Jack Henry & Associates
JKHY
+$994K
5
ISRG icon
Intuitive Surgical
ISRG
+$955K

Top Sells

1
+$2.11M
2
+$2.08M
3
+$1.43M
4
AGN
Allergan Inc
AGN
+$1.23M
5
GE icon
GE Aerospace
GE
+$1.22M

Sector Composition

1 Financials 16.14%
2 Technology 13.25%
3 Healthcare 12.96%
4 Consumer Staples 12.75%
5 Industrials 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.63%
64,150
-200
52
$1.71M 0.61%
62,350
-26,000
53
$1.64M 0.58%
22,918
-29,056
54
$1.57M 0.56%
22,185
+199
55
$1.55M 0.55%
36,743
-13,497
56
$1.52M 0.54%
12,783
57
$1.49M 0.53%
30,285
-2,300
58
$1.38M 0.49%
14,730
-250
59
$1.33M 0.47%
16,175
+2,235
60
$1.3M 0.46%
35,913
-200
61
$1.3M 0.46%
+37,800
62
$1.29M 0.46%
27,613
+166
63
$1.2M 0.43%
43,014
+225
64
$1.19M 0.42%
18,375
+1,500
65
$1.18M 0.42%
50,025
+540
66
$1.17M 0.42%
21,645
+300
67
$1.15M 0.41%
33,836
-134
68
$1.14M 0.41%
16,513
-77
69
$1.06M 0.38%
5,525
70
$1.02M 0.36%
9,840
+200
71
$994K 0.35%
+16,000
72
$924K 0.33%
+10,570
73
$914K 0.33%
27,131
-2,000
74
$804K 0.29%
14,200
-370
75
$793K 0.28%
9,740
1 2
3
4 5