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
$182M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$320K
3 +$306K
4
GDYN icon
Grid Dynamics Holdings
GDYN
+$222K
5
AMD icon
Advanced Micro Devices
AMD
+$55.1K

Top Sells

1 +$3.31M
2 +$2.03M
3 +$1.44M
4
TOST icon
Toast
TOST
+$911K
5
VSEC icon
VSE Corp
VSEC
+$794K

Sector Composition

1 Technology 41.27%
2 Financials 14.12%
3 Healthcare 10.12%
4 Consumer Discretionary 7.21%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,121