WCM
Wisconsin Capital Management Portfolio holdings
AUM $181M
1-Year Return
21.33%
This Quarter Return
+22.07%
1 Year Return
+21.33%
3 Year Return
+144.91%
5 Year Return
+199.87%
10 Year Return
–
AUM
$112M
AUM Growth
+$17.8M
(+19%)
Cap. Flow
+$997K
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
36.34%
Holding
52
New
2
Increased
23
Reduced
10
Closed
4
Top Buys
| 1 |
Stryker
SYK
|
+$2.16M |
| 2 |
Fiserv
FI
|
+$1.85M |
| 3 |
Guardant Health
GH
|
+$1.69M |
| 4 |
Cisco
CSCO
|
+$1.08M |
| 5 |
NVIDIA
NVDA
|
+$970K |
Top Sells
| 1 |
Boeing
BA
|
+$2.52M |
| 2 |
NXP Semiconductors
NXPI
|
+$2.43M |
| 3 |
Charles Schwab
SCHW
|
+$1.83M |
| 4 |
Exact Sciences
EXAS
|
+$1.26M |
| 5 |
Microsoft
MSFT
|
+$619K |
Sector Composition
| 1 | Technology | 35.71% |
| 2 | Financials | 20.71% |
| 3 | Healthcare | 15.13% |
| 4 | Consumer Discretionary | 8.41% |
| 5 | Communication Services | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Palo Alto Networks
PANW
$135B
| – | – |
-18,000
| Closed | -$565K |
|
|
52
Charles Schwab
SCHW
$167B
| – | – |
-44,000
| Closed | -$1.83M |
|