WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
This Quarter Return
+2.38%
1 Year Return
+21.33%
3 Year Return
+144.91%
5 Year Return
+199.87%
10 Year Return
–
AUM
$236M
AUM Growth
–
Cap. Flow
+$236M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.55%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$8.02M |
| 2 |
GE Aerospace
GE
|
$7.99M |
| 3 |
Walt Disney
DIS
|
$6.84M |
| 4 |
Vodafone
VOD
|
$6.78M |
| 5 |
PepsiCo
PEP
|
$6.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.57% |
| 2 | Energy | 11.83% |
| 3 | Industrials | 11.58% |
| 4 | Healthcare | 11.42% |
| 5 | Consumer Staples | 10.78% |
