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
$112M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.84M
3
+$1.69M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$970K

Top Sells

1
+$2.52M
2
+$2.43M
3
+$1.83M
4
EXAS icon
Exact Sciences
EXAS
+$1.26M
5
MSFT icon
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 Change
in Stake 		Capital Flow
51
– –
-18,000
52
– –
-44,000
1 2
3