WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
This Quarter Return
+13.47%
1 Year Return
+21.33%
3 Year Return
+144.91%
5 Year Return
+199.87%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+3.1%)
Cap. Flow
-$5.97M
Cap. Flow
% of AUM
-4.53%
Top 10 Holdings %
Top 10 Hldgs %
48.07%
Holding
51
New
5
Increased
10
Reduced
19
Closed
6
Top Buys
| 1 |
Phillips 66
PSX
|
$2.5M |
| 2 |
Citigroup
C
|
$2.25M |
| 3 |
Adobe
ADBE
|
$1.81M |
| 4 |
Copart
CPRT
|
$1.58M |
| 5 |
Ford
F
|
$1.38M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.19M |
| 2 |
American Express
AXP
|
$3.12M |
| 3 |
Amazon
AMZN
|
$2.96M |
| 4 |
Booking.com
BKNG
|
$1.37M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Yum China
YUMC
$16.2B
| – | – |
-21,000
| Closed | -$994K |
|