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
$152M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.03M
3
+$2.26M
4
ANSS
Ansys
ANSS
+$2.19M
5
ADBE icon
Adobe
ADBE
+$1.88M

Top Sells

1
+$6.54M
2
+$6.37M
3
+$6.07M
4
BKNG icon
Booking.com
BKNG
+$6.02M
5
DIS icon
Walt Disney
DIS
+$5.06M

Sector Composition

1 Technology 43.27%
2 Financials 23.57%
3 Consumer Discretionary 10.4%
4 Healthcare 8.75%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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57
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60
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61
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62
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64
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-49,140
65
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-90,000
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