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
$254M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.31M
3
+$2.4M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.79M
5
CSCO icon
Cisco
CSCO
+$1.44M

Top Sells

1
+$2.75M
2
+$2.57M
3
+$2.43M
4
GE icon
GE Aerospace
GE
+$1.74M
5
MDLZ icon
Mondelez International
MDLZ
+$1.69M

Sector Composition

1 Financials 16.06%
2 Consumer Staples 13.18%
3 Energy 12.32%
4 Industrials 12.22%
5 Healthcare 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.08%
+2,250
102
$207K 0.08%
+3,852
103
$203K 0.08%
+2,548
104
$95K 0.04%
10,500
105
– –
-7,157
106
– –
-6,625
107
– –
-90,050
108
– –
-6,333
1 2 3 4
5