WCM
Wisconsin Capital Management Portfolio holdings
AUM
$198M
1-Year Est. Return
31.98%
This Fund
S&P 500
1 Year Est. Return
+31.98%
AUM
$196M
AUM Growth
+$14.9M
(+8.2%)
Holding
55
Top Buys
| 1 | +$2.28M | |
| 2 | +$2.04M | |
| 3 | +$1.77M | |
| 4 |
AAR Corp
AIR
|
+$1.77M |
| 5 |
Cellebrite
CLBT
|
+$1.4M |
Top Sells
| 1 | +$2.9M | |
| 2 | +$1.5M | |
| 3 | +$1.4M | |
| 4 |
Adobe
ADBE
|
+$1.2M |
| 5 |
Apple
AAPL
|
+$917K |
Sector Composition
| 1 | Technology | 39.08% |
| 2 | Financials | 17.51% |
| 3 | Consumer Discretionary | 9.34% |
| 4 | Industrials | 8.47% |
| 5 | Communication Services | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Adobe
ADBE
$96.7B
| – | – |
-3,106
|
|
||
|
ANSS
52
DELISTED
Ansys
ANSS
| – | – |
-1,232
|
|
||
53
iShares 7-10 Year Treasury Bond ETF
IEF
$48.6B
| – | – |
-3,150
|
|
||
54
Tetra Tech
TTEK
$8.24B
| – | – |
-5,825
|
|
||
|
CRWV
55
CoreWeave Inc
CRWV
$46B
| – | – |
-8,563
|
|