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
$149M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$1.37M
3 +$792K
4
AXP icon
American Express
AXP
+$757K
5
AMD icon
Advanced Micro Devices
AMD
+$712K

Top Sells

1 +$4.67M
2 +$2.62M
3 +$1.64M
4
LTCH
Latch, Inc. Common Stock
LTCH
+$1.49M
5
V icon
Visa
V
+$1.4M

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