WCM

Wisconsin Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.82M
3
+$1.67M
4
BGC icon
BGC Group
BGC
+$1.1M
5
FISV
Fiserv Inc
FISV
+$753K

Top Sells

1
+$5.84M
2
+$4.76M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.12M
5
NVDA icon
NVIDIA
NVDA
+$1.99M

Sector Composition

1 Technology 36.94%
2 Financials 16.65%
3 Healthcare 11.93%
4 Consumer Discretionary 8.1%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,596
52
– –
-5,825
53
– –
-33,320
1 2
3