WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
1-Year Return
21.33%
This Quarter Return
+2.13%
1 Year Return
+21.33%
3 Year Return
+144.91%
5 Year Return
+199.87%
10 Year Return
–
AUM
$260M
AUM Growth
+$6.22M
(+2.4%)
Cap. Flow
+$1.36M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
25.2%
Holding
115
New
9
Increased
32
Reduced
48
Closed
3
Top Buys
| 1 |
KSU
Kansas City Southern
KSU
|
+$3.19M |
| 2 |
Microchip Technology
MCHP
|
+$1.61M |
| 3 |
Intuitive Surgical
ISRG
|
+$1.47M |
| 4 |
Hain Celestial
HAIN
|
+$1.29M |
| 5 |
Union Pacific
UNP
|
+$1.22M |
Top Sells
| 1 |
Cisco
CSCO
|
+$2.89M |
| 2 |
Carnival Corp
CCL
|
+$2.04M |
| 3 |
Mondelez International
MDLZ
|
+$1.26M |
| 4 |
Procter & Gamble
PG
|
+$1.23M |
| 5 |
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% |
