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
$260M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.61M
3
+$1.47M
4
HAIN icon
Hain Celestial
HAIN
+$1.29M
5
UNP icon
Union Pacific
UNP
+$1.22M

Top Sells

1
+$2.89M
2
+$2.04M
3
+$1.26M
4
PG icon
Procter & Gamble
PG
+$1.23M
5
PEP icon
PepsiCo
PEP
+$937K

Sector Composition

1 Financials 15.5%
2 Industrials 13.22%
3 Consumer Staples 12.54%
4 Energy 12.5%
5 Healthcare 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$637K 0.24%
8,940
-931
77
$635K 0.24%
14,800
-400
78
$623K 0.24%
31,771
-5,724
79
$573K 0.22%
46,629
80
$560K 0.22%
43,485
+5,325
81
$560K 0.22%
13,066
-165
82
$527K 0.2%
14,590
+360
83
$454K 0.17%
12,141
84
$439K 0.17%
11,600
-53,900
85
$426K 0.16%
13,325
+425
86
$402K 0.15%
5,855
-200
87
$388K 0.15%
4,975
88
$383K 0.15%
4,425
89
$378K 0.15%
3,825
90
$376K 0.14%
5,290
91
$369K 0.14%
+9,170
92
$338K 0.13%
8,425
93
$318K 0.12%
2,892
94
$314K 0.12%
6,205
+250
95
$308K 0.12%
8,540
+100
96
$303K 0.12%
4,675
-25
97
$301K 0.12%
7,157
98
$296K 0.11%
4,500
99
$291K 0.11%
10,602
100
$266K 0.1%
14,750
1 2 3
4
5