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
$94.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4M
3
+$3.56M
4
ISRG icon
Intuitive Surgical
ISRG
+$3.48M
5
WEX icon
WEX
WEX
+$3.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.11%
2 Financials 22.46%
3 Healthcare 13.22%
4 Consumer Discretionary 7.84%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.92M 5.21%
+37,314
2
$4M 4.24%
+21,216
3
$3.56M 3.77%
+35,018
4
$3.48M 3.69%
+21,825
5
$3.38M 3.57%
+24,105
6
$3.24M 3.43%
+34,000
7
$3.17M 3.36%
+88,160
8
$3.09M 3.27%
+9,500
9
$2.98M 3.15%
+16,039
10
$2.94M 3.12%
+49,926
11
$2.89M 3.06%
+15,575
12
$2.88M 3.05%
+34,303
13
$2.76M 2.92%
+20,160
14
$2.74M 2.9%
+12,100
15
$2.63M 2.79%
+41,725
16
$2.52M 2.67%
+7,819
17
$2.46M 2.61%
+32,800
18
$2.43M 2.58%
+33,200
19
$2.42M 2.56%
+30,100
20
$2.41M 2.55%
+14,994
21
$2.22M 2.35%
+39,500
22
$2.19M 2.31%
+17,000
23
$2.18M 2.31%
+1,265
24
$2.11M 2.24%
+40,460
25
$1.83M 1.93%
+44,000
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