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
$235M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.98M
3
+$2.81M
4
FI icon
Fiserv
FI
+$2.78M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$2.69M

Top Sells

1
+$6.78M
2
+$3.29M
3
+$2.14M
4
MSFT icon
Microsoft
MSFT
+$1.88M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.4M

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