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
$186M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.07M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$2.75M
5
WEX icon
WEX
WEX
+$2.61M

Top Sells

1
+$2.71M
2
+$268K
3
+$49.7K

Sector Composition

1 Technology 33.09%
2 Financials 21.75%
3 Healthcare 12.92%
4 Consumer Discretionary 9.31%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.75M 5.23%
56,201
+19,287
2
$7M 3.75%
33,637
+12,532
3
$6.74M 3.61%
50,290
+20,522
4
$6.66M 3.57%
25,184
+4,718
5
$6.47M 3.47%
56,568
+21,265
6
$6.18M 3.32%
50,100
+16,100
7
$5.88M 3.15%
75,731
+23,805
8
$5.69M 3.05%
32,529
+11,064
9
$5.49M 2.95%
126,720
+47,260
10
$5.43M 2.91%
27,564
+12,520
11
$5.25M 2.82%
2,802
+1,387
12
$5.21M 2.79%
55,020
+14,720
13
$4.76M 2.55%
52,169
+31,267
14
$4.58M 2.46%
21,219
+3,680
15
$4.58M 2.45%
32,775
+14,312
16
$4.37M 2.35%
15,575
17
$4.3M 2.31%
24,620
+12,480
18
$4.17M 2.24%
41,181
+11,081
19
$4.15M 2.23%
24,495
+5,935
20
$4.07M 2.18%
19,798
+6,398
21
$3.95M 2.12%
10,870
+4,600
22
$3.86M 2.07%
13,100
23
$3.82M 2.05%
70,620
+22,160
24
$3.7M 1.98%
51,000
+11,500
25
$3.52M 1.89%
17,212
+15,000
1
2 3