WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
1-Year Est. Return
21.33%
1 Year Est. Return
+21.33%
AUM
$157M
AUM Growth
-$25M
(-14%)
Holding
53
Top Buys
| 1 | +$2.58M | |
| 2 | +$1.82M | |
| 3 | +$1.67M | |
| 4 |
BGC Group
BGC
|
+$1.1M |
| 5 |
Fiserv
FI
|
+$753K |
Top Sells
| 1 | +$5.84M | |
| 2 | +$4.76M | |
| 3 | +$2.71M | |
| 4 |
Constellation Brands
STZ
|
+$2.12M |
| 5 |
NVIDIA
NVDA
|
+$1.99M |
Sector Composition
| 1 | Technology | 36.94% |
| 2 | Financials | 16.65% |
| 3 | Healthcare | 11.93% |
| 4 | Consumer Discretionary | 8.1% |
| 5 | Industrials | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.58T
| $15.4M | 9.84% |
142,471
-18,345
|
|
||
2
Visa
V
$651B
| $9.8M | 6.25% |
27,967
-1,624
|
|
||
3
Apple
AAPL
$3.99T
| $9.54M | 6.08% |
42,965
-3,105
|
|
||
4
Mastercard
MA
$497B
| $8.85M | 5.64% |
16,138
-1,166
|
|
||
5
Microsoft
MSFT
$3.69T
| $8.7M | 5.54% |
23,176
-1,027
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.44T
| $8.12M | 5.17% |
52,486
-4,276
|
|
||
7
Mercado Libre
MELI
$108B
| $6.27M | 4% |
3,215
-135
|
|
||
8
American Express
AXP
$252B
| $6.11M | 3.89% |
22,712
-715
|
|
||
9
VSE Corp
VSEC
$4.09B
| $6.09M | 3.88% |
50,735
+916
|
|
||
10
Amazon
AMZN
$2.6T
| $6.06M | 3.86% |
31,849
-1,966
|
|
||
11
Eli Lilly
LLY
$839B
| $5.82M | 3.71% |
7,042
-333
|
|
||
|
12
Fiserv
FI
$33.1B
| $5.46M | 3.48% |
24,715
+3,412
|
|
||
13
Advanced Micro Devices
AMD
$387B
| $4.88M | 3.11% |
47,475
+16,229
|
|
||
14
Copart
CPRT
$38.7B
| $4.35M | 2.77% |
76,849
-5,829
|
|
||
15
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
| $4.23M | 2.69% |
41,988
-44
|
|
||
16
Toast
TOST
$21.4B
| $4.22M | 2.69% |
127,094
-8,731
|
|
||
17
Intuitive Surgical
ISRG
$194B
| $4.15M | 2.65% |
8,387
-1,229
|
|
||
18
Autodesk
ADSK
$62.8B
| $3.99M | 2.54% |
15,241
-208
|
|
||
19
Novo Nordisk
NVO
$207B
| $3.85M | 2.45% |
55,469
-7,710
|
|
||
20
Costco
COST
$409B
| $3.67M | 2.34% |
3,878
-400
|
|
||
21
Exxon Mobil
XOM
$483B
| $3.32M | 2.11% |
27,875
-1,070
|
|
||
22
Stryker
SYK
$135B
| $3.09M | 1.97% |
8,303
+6,920
|
|
||
23
Phillips 66
PSX
$55.7B
| $2.1M | 1.34% |
17,030
-1,300
|
|
||
24
Kinder Morgan
KMI
$58.1B
| $1.82M | 1.16% |
+63,633
|
|
||
25
PepsiCo
PEP
$194B
| $1.71M | 1.09% |
11,396
-1,475
|
|