WCM

Wisconsin Capital Management Portfolio holdings

AUM $182M
1-Year Est. Return 38.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.99%
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
+$7.63M
2
+$7.58M
3
+$5.34M
4
XYZ
Block Inc
XYZ
+$3.96M
5
PAGS icon
PagSeguro Digital
PAGS
+$1.94M

Top Sells

1
+$5.77M
2
+$5.16M
3
+$4M
4
ADSK icon
Autodesk
ADSK
+$3.29M
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
– –
-32,500
55
– –
-4,087
56
– –
-1,495
57
– –
-1,484
58
– –
-22,725
59
– –
-5,000
60
– –
-2,300
61
– –
-23,175
62
– –
-10,000
1 2
3