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
1
$7.53M 2.89%
88,585
-2,145
2
$7.23M 2.78%
58,280
+2,444
3
$7.04M 2.7%
71,637
-1,525
4
$6.66M 2.56%
84,450
-150
5
$6.39M 2.46%
230,220
-8,150
6
$6.35M 2.44%
79,310
-25
7
$6.34M 2.44%
139,335
+355
8
$6.27M 2.41%
326,872
-4,144
9
$5.91M 2.27%
118,170
-1,810
10
$5.89M 2.26%
83,713
+145
11
$5.76M 2.21%
90,358
-211
12
$5.72M 2.2%
85,678
-6,625
13
$5.59M 2.15%
96,105
+1,575
14
$5.52M 2.12%
102,256
-2,100
15
$5.43M 2.09%
60,285
-5,500
16
$5.17M 1.99%
41,660
-1,500
17
$5.08M 1.95%
60,795
-11,225
18
$5.07M 1.95%
57,370
+2,060
19
$5.06M 1.94%
377,400
+65,360
20
$5.05M 1.94%
83,176
-4,050
21
$4.97M 1.91%
43,820
-6,847
22
$4.69M 1.8%
58,655
-1,100
23
$4.68M 1.8%
195,840
+67,570
24
$4.68M 1.8%
120,955
-250
25
$4.63M 1.78%
47,480
-100
1
2 3 4 5