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
$244M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.12M
3
+$2.26M
4
AMZN icon
Amazon
AMZN
+$848K
5
COUP
Coupa Software Incorporated
COUP
+$625K

Top Sells

1
+$7.06M
2
+$1.92M
3
+$1.38M
4
EXAS icon
Exact Sciences
EXAS
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.24M

Sector Composition

1 Technology 41.73%
2 Financials 18.99%
3 Consumer Discretionary 9.45%
4 Healthcare 8.49%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 5.44%
640,180
-36,500
2
$12.9M 5.3%
91,360
-3,103
3
$12.7M 5.19%
44,916
-4,401
4
$11.8M 4.85%
53,068
-2,100
5
$11.3M 4.66%
69,100
+5,160
6
$10.7M 4.39%
30,773
-1,729
7
$10.6M 4.33%
40,596
-2,500
8
$10.5M 4.3%
78,440
-4,300
9
$9.44M 3.87%
5,622
-300
10
$7.81M 3.2%
27,383
-1,800
11
$7.6M 3.12%
22,017
+1,429
12
$7.43M 3.05%
35,271
-3,382
13
$7.26M 2.98%
44,360
-2,900
14
$7.22M 2.96%
12,538
-465
15
$6.62M 2.71%
190,760
-19,900
16
$6.42M 2.63%
36,444
-1,000
17
$6M 2.46%
18,090
-1,170
18
$5.88M 2.41%
317,925
-20,000
19
$5.66M 2.32%
46,100
-1,275
20
$5.56M 2.28%
+54,020
21
$4.47M 1.83%
59,559
+54,841
22
$4.28M 1.76%
19,535
+2,853
23
$3.99M 1.64%
16,628
-1,250
24
$3.91M 1.6%
130,139
+20,114
25
$3.9M 1.6%
35,926
-100
1
2 3