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
$198M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$3.36M
3
+$2.99M
4
PEP icon
PepsiCo
PEP
+$2.58M
5
CPRT icon
Copart
CPRT
+$2.28M

Top Sells

1
+$4.64M
2
+$4.06M
3
+$2.93M
4
EXAS icon
Exact Sciences
EXAS
+$2.51M
5
GH icon
Guardant Health
GH
+$2.08M

Sector Composition

1 Technology 43.27%
2 Financials 18.34%
3 Consumer Discretionary 10.5%
4 Healthcare 6.73%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 5.82%
56,706
-3,735
2
$11.4M 5.76%
59,147
3
$10.3M 5.18%
34,736
+125
4
$10.1M 5.1%
73,300
-4,600
5
$9.4M 4.74%
989,920
+164,360
6
$9.32M 4.7%
38,970
-820
7
$9.19M 4.63%
100,720
+1,200
8
$8.77M 4.42%
50,345
-2,800
9
$7.76M 3.91%
35,970
-265
10
$7.51M 3.79%
105,960
11
$7.44M 3.75%
45,080
-2,132
12
$7.08M 3.57%
16,260
-2,650
13
$6.42M 3.24%
36,710
+35,310
14
$6.11M 3.08%
24,290
+3,215
15
$5.89M 2.97%
117,525
-1,486
16
$5.71M 2.88%
92,668
+54,604
17
$5.6M 2.83%
16,149
-4,345
18
$4.99M 2.52%
51,155
-15,748
19
$4.88M 2.46%
17,610
+7,110
20
$4.79M 2.41%
90,910
-55,690
21
$4.64M 2.34%
35,110
+19,518
22
$4.08M 2.06%
22,648
+2,575
23
$3.1M 1.56%
10,612
-1,650
24
$3.02M 1.52%
144,920
+109,420
25
$2.99M 1.51%
+73,670
1
2