WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
1-Year Return
21.33%
This Quarter Return
+5.79%
1 Year Return
+21.33%
3 Year Return
+144.91%
5 Year Return
+199.87%
10 Year Return
–
AUM
$273M
AUM Growth
+$12.4M
(+4.8%)
Cap. Flow
-$3.09M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
25.51%
Holding
120
New
8
Increased
26
Reduced
62
Closed
3
Top Buys
| 1 |
Booking.com
BKNG
|
+$1.79M |
| 2 |
Intuitive Surgical
ISRG
|
+$1.09M |
| 3 |
PAY
Verifone Systems Inc
PAY
|
+$919K |
| 4 |
Chevron
CVX
|
+$828K |
| 5 |
CERN
Cerner Corp
CERN
|
+$526K |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
+$3.36M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
+$943K |
| 3 |
Ryder
R
|
+$835K |
| 4 |
Abbott
ABT
|
+$808K |
| 5 |
QVCGA
QVC Group, Inc. Series A Common Stock
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% |
