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
$132M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$2.25M
3 +$1.81M
4
F icon
Ford
F
+$1.38M
5
DFS
Discover Financial Services
DFS
+$734K

Top Sells

1 +$3.19M
2 +$3.12M
3 +$2.96M
4
BKNG icon
Booking.com
BKNG
+$1.37M
5
MELI icon
Mercado Libre
MELI
+$1.25M

Sector Composition

1 Technology 32.74%
2 Financials 19.18%
3 Industrials 9.57%
4 Energy 8.91%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-21,000