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
$186M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.07M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$2.75M
5
WEX icon
WEX
WEX
+$2.61M

Top Sells

1
+$2.71M
2
+$268K
3
+$49.7K

Sector Composition

1 Technology 33.09%
2 Financials 21.75%
3 Healthcare 12.92%
4 Consumer Discretionary 9.31%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$904K 0.48%
47,517
+10,017
52
$687K 0.37%
+13,120
53
$538K 0.29%
+1,552
54
$445K 0.24%
+4,056
55
$413K 0.22%
3,320
+590
56
$382K 0.2%
+4,980
57
$363K 0.19%
+2,980
58
$335K 0.18%
+4,192
59
$323K 0.17%
+1,956
60
$296K 0.16%
+1,739
61
$263K 0.14%
+1,512
62
$249K 0.13%
8,300
63
$217K 0.12%
+1,495
64
– –
-4,700
65
– –
-9,500
1 2
3