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
$207M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.26M
3
+$3M
4
OLO
Olo Inc
OLO
+$2.2M
5
NTR icon
Nutrien
NTR
+$1.43M

Top Sells

1
+$4.05M
2
+$3.7M
3
+$3.58M
4
V icon
Visa
V
+$2.82M
5
ANSS
Ansys
ANSS
+$2.66M

Sector Composition

1 Technology 39.43%
2 Financials 16.78%
3 Consumer Discretionary 10.8%
4 Industrials 8.06%
5 Healthcare 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.1%
+2,500
52
– –
-3,263
53
– –
-85,500
54
– –
-6,634
55
– –
-68,668
56
– –
-5,000
57
– –
-9,850
58
– –
-1,782
59
– –
-1,215
60
– –
-3,975
1 2
3