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
$242M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$7.04M
3
+$4.85M
4
XYZ
Block Inc
XYZ
+$3.84M
5
PAGS icon
PagSeguro Digital
PAGS
+$1.68M

Top Sells

1
+$5.81M
2
+$5.16M
3
+$4.06M
4
ADSK icon
Autodesk
ADSK
+$3.16M
5
AMD icon
Advanced Micro Devices
AMD
+$2.98M

Sector Composition

1 Technology 43.12%
2 Financials 17.74%
3 Consumer Discretionary 10.71%
4 Industrials 7.91%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.09%
492
52
$207K 0.09%
2,539
+74
53
$206K 0.09%
+3,350
54
– –
-5,000
55
– –
-22,725
56
– –
-1,484
57
– –
-1,495
58
– –
-4,087
59
– –
-32,500
60
– –
-10,000
61
– –
-23,175
62
– –
-2,300
1 2
3