WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
1-Year Return
21.33%
This Quarter Return
+12.08%
1 Year Return
+21.33%
3 Year Return
+144.91%
5 Year Return
+199.87%
10 Year Return
–
AUM
$217M
AUM Growth
+$18.4M
(+9.3%)
Cap. Flow
-$716K
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
46.08%
Holding
51
New
8
Increased
10
Reduced
23
Closed
2
Top Buys
| 1 |
American Express
AXP
|
+$4.81M |
| 2 |
Intuitive Surgical
ISRG
|
+$4.57M |
| 3 |
Mercado Libre
MELI
|
+$2.36M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.89M |
| 5 |
Domo
DOMO
|
+$1.11M |
Top Sells
| 1 |
RTX Corp
RTX
|
+$3.02M |
| 2 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
+$2.99M |
| 3 |
Mastercard
MA
|
+$1.87M |
| 4 |
NVIDIA
NVDA
|
+$1.72M |
| 5 |
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% |