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
$236M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.99M
3
+$6.83M
4
VOD icon
Vodafone
VOD
+$6.78M
5
PEP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.16%
+14,864
77
$358K 0.15%
+4,975
78
$351K 0.15%
+6,055
79
$340K 0.14%
+10,440
80
$322K 0.14%
+4,425
81
$312K 0.13%
+29,244
82
$301K 0.13%
+5,290
83
$289K 0.12%
+7,157
84
$285K 0.12%
+8,425
85
$269K 0.11%
+3,540
86
$265K 0.11%
+4,500
87
$253K 0.11%
+3,825
88
$251K 0.11%
+10,642
89
$249K 0.11%
+5,555
90
$245K 0.1%
+2,892
91
$229K 0.1%
+14,750
92
$229K 0.1%
+15,755
93
$224K 0.1%
+14,475
94
$223K 0.09%
+2,000
95
$208K 0.09%
+2,185
96
$100K 0.04%
+10,500
97
$77K 0.03%
+113,465
1 2 3
4