WCM

Wisconsin Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.67M
3
+$924K
4
AXP icon
American Express
AXP
+$902K
5
AMD icon
Advanced Micro Devices
AMD
+$871K

Top Sells

1
+$4.67M
2
+$2.91M
3
+$1.93M
4
LTCH
Latch, Inc. Common Stock
LTCH
+$1.49M
5
V icon
Visa
V
+$1.47M

Sector Composition

1 Technology 36.88%
2 Financials 16.35%
3 Consumer Discretionary 8.97%
4 Industrials 8.76%
5 Healthcare 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-492
52
– –
-3,009
53
– –
-3,500
54
– –
-348,700
1 2
3