WCM

Wisconsin Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.95M
3
+$2.88M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$2.71M
5
FISV
Fiserv Inc
FISV
+$2.66M

Top Sells

1
+$6.78M
2
+$3.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.86M
5
XOM icon
Exxon Mobil
XOM
+$1.38M

Sector Composition

1 Financials 15.82%
2 Energy 13.64%
3 Consumer Staples 12.04%
4 Healthcare 11.92%
5 Industrials 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-14,864
102
– –
-2,415
103
– –
-231,223
104
– –
-113,465
1 2 3 4
5