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
$273M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.09M
3
+$919K
4
CVX icon
Chevron
CVX
+$828K
5
CERN
Cerner Corp
CERN
+$526K

Top Sells

1
+$3.36M
2
+$943K
3
+$835K
4
ABT icon
Abbott
ABT
+$808K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$528K

Sector Composition

1 Financials 14.75%
2 Energy 13.48%
3 Industrials 12.88%
4 Consumer Staples 12.56%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$770K 0.28%
11,780
-25
77
$719K 0.26%
2,828
-575
78
$663K 0.24%
14,800
79
$623K 0.23%
8,399
-541
80
$615K 0.23%
48,174
+1,545
81
$595K 0.22%
44,385
+900
82
$580K 0.21%
29,037
-2,734
83
$566K 0.21%
13,066
84
$546K 0.2%
14,580
-10
85
$526K 0.19%
+10,200
86
$509K 0.19%
12,141
87
$461K 0.17%
13,325
88
$425K 0.16%
5,855
89
$409K 0.15%
10,850
-750
90
$402K 0.15%
4,425
91
$388K 0.14%
+12,891
92
$373K 0.14%
5,210
-80
93
$351K 0.13%
3,800
-25
94
$344K 0.13%
2,892
95
$341K 0.13%
6,120
-85
96
$341K 0.13%
4,675
-300
97
$325K 0.12%
8,250
-175
98
$318K 0.12%
7,107
-50
99
$310K 0.11%
4,500
100
$307K 0.11%
8,240
-300
1 2 3
4
5