WCM

Wisconsin Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.68M
3
+$2.56M
4
AAPL icon
Apple
AAPL
+$2.05M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.75M

Top Sells

1
+$9.42M
2
+$4.81M
3
+$4.31M
4
BSTC
BioSpecifics Technologies Corp.
BSTC
+$1.91M
5
PEP icon
PepsiCo
PEP
+$1.79M

Sector Composition

1 Technology 45.47%
2 Financials 19.34%
3 Healthcare 9.66%
4 Consumer Discretionary 8.17%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.1%
+1,495
52
$240K 0.09%
+4,087
53
$229K 0.09%
492
54
$219K 0.08%
2,000
55
$212K 0.08%
+4,000
56
$210K 0.08%
2,465
57
$206K 0.08%
+1,484
58
– –
-47,940
59
– –
-32,050
60
– –
-15,775
61
– –
-36,051
1 2
3