WCM

Wisconsin Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$1.2M
4
JKHY icon
Jack Henry & Associates
JKHY
+$954K
5
ISRG icon
Intuitive Surgical
ISRG
+$905K

Top Sells

1
+$2.14M
2
+$1.94M
3
+$1.36M
4
GE icon
GE Aerospace
GE
+$1.24M
5
AGN
Allergan Inc
AGN
+$1.15M

Sector Composition

1 Financials 16.14%
2 Technology 13.25%
3 Healthcare 12.96%
4 Consumer Staples 12.75%
5 Industrials 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,665
127
– –
-7,107
128
– –
-25,000
2 3 4 5
6