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
$217M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.57M
3
+$2.36M
4
AMD icon
Advanced Micro Devices
AMD
+$1.89M
5
DOMO icon
Domo
DOMO
+$1.11M

Top Sells

1
+$3.02M
2
+$2.99M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.72M
5
ENB icon
Enbridge
ENB
+$1.24M

Sector Composition

1 Technology 42.83%
2 Financials 19.53%
3 Consumer Discretionary 11.76%
4 Healthcare 8.6%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-73,670
1 2
3