WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
1-Year Return
21.33%
This Quarter Return
+0.13%
1 Year Return
+21.33%
3 Year Return
+144.91%
5 Year Return
+199.87%
10 Year Return
–
AUM
$270M
AUM Growth
-$2.51M
(-0.92%)
Cap. Flow
-$2.02M
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
25.53%
Holding
121
New
4
Increased
25
Reduced
57
Closed
5
Top Buys
| 1 |
NXP Semiconductors
NXPI
|
$2.78M |
| 2 |
Synchrony
SYF
|
$2.55M |
| 3 |
Booking.com
BKNG
|
$1.08M |
| 4 |
ANSS
Ansys
ANSS
|
$1.06M |
| 5 |
Kinder Morgan
KMI
|
$704K |
Top Sells
| 1 |
Las Vegas Sands
LVS
|
$3.1M |
| 2 |
Charles Schwab
SCHW
|
$2.17M |
| 3 |
BP
BP
|
$913K |
| 4 |
W.W. Grainger
GWW
|
$719K |
| 5 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$710K |
Sector Composition
| 1 | Financials | 15.1% |
| 2 | Consumer Staples | 12.88% |
| 3 | Energy | 12.65% |
| 4 | Industrials | 12.49% |
| 5 | Technology | 11.99% |
