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
$260M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.61M
3
+$1.47M
4
HAIN icon
Hain Celestial
HAIN
+$1.29M
5
UNP icon
Union Pacific
UNP
+$1.22M

Top Sells

1
+$2.89M
2
+$2.04M
3
+$1.26M
4
PG icon
Procter & Gamble
PG
+$1.23M
5
PEP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.1%
3,540
102
$259K 0.1%
1,900
103
$248K 0.1%
2,185
104
$223K 0.09%
13,005
-21
105
$217K 0.08%
2,250
106
$213K 0.08%
3,186
107
$213K 0.08%
+7,512
108
$211K 0.08%
2,548
109
$201K 0.08%
+6,601
110
$99K 0.04%
10,500
111
– –
-3,075
112
– –
-19,008
113
– –
-3,852
1 2 3 4
5