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
$242M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$7.04M
3
+$4.85M
4
XYZ
Block Inc
XYZ
+$3.84M
5
PAGS icon
PagSeguro Digital
PAGS
+$1.68M

Top Sells

1
+$5.81M
2
+$5.16M
3
+$4.06M
4
ADSK icon
Autodesk
ADSK
+$3.16M
5
AMD icon
Advanced Micro Devices
AMD
+$2.98M

Sector Composition

1 Technology 43.12%
2 Financials 17.74%
3 Consumer Discretionary 10.71%
4 Industrials 7.91%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 5.11%
101,291
-7,876
2
$12.2M 5.04%
51,757
-5,429
3
$12M 4.95%
33,702
+3,367
4
$11.9M 4.91%
891,120
+90,520
5
$11.8M 4.89%
55,968
-146
6
$10.5M 4.33%
43,246
-9,350
7
$10.4M 4.27%
66,940
-4,120
8
$8.85M 3.65%
38,803
-1,079
9
$8.74M 3.61%
84,740
-22,520
10
$8.55M 3.53%
5,809
+76
11
$8.35M 3.45%
39,899
+2,086
12
$8.16M 3.37%
+22,096
13
$7.81M 3.22%
28,168
-11,392
14
$7.3M 3.01%
27,168
-822
15
$7.25M 2.99%
15,253
-460
16
$7.04M 2.91%
+31,049
17
$5.67M 2.34%
208,660
+17,640
18
$5.36M 2.21%
12,631
-5,548
19
$5.36M 2.21%
21,072
+1,187
20
$5.21M 2.15%
21,132
-5,223
21
$4.85M 2%
+332,925
22
$4.51M 1.86%
47,475
-61,200
23
$4.46M 1.84%
37,426
-19,725
24
$4.32M 1.78%
93,249
+36,249
25
$4.2M 1.73%
12,379
-1,958
1
2 3