WCM

Wisconsin Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.82M
3
+$1.67M
4
BGC icon
BGC Group
BGC
+$1.1M
5
FISV
Fiserv Inc
FISV
+$753K

Top Sells

1
+$5.84M
2
+$4.76M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.12M
5
NVDA icon
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
$15.4M 9.84%
142,471
-18,345
2
$9.8M 6.25%
27,967
-1,624
3
$9.54M 6.08%
42,965
-3,105
4
$8.85M 5.64%
16,138
-1,166
5
$8.7M 5.54%
23,176
-1,027
6
$8.12M 5.17%
52,486
-4,276
7
$6.27M 4%
3,215
-135
8
$6.11M 3.89%
22,712
-715
9
$6.09M 3.88%
50,735
+916
10
$6.06M 3.86%
31,849
-1,966
11
$5.82M 3.71%
7,042
-333
12
$5.46M 3.48%
24,715
+3,412
13
$4.88M 3.11%
47,475
+16,229
14
$4.35M 2.77%
76,849
-5,829
15
$4.23M 2.69%
41,988
-44
16
$4.22M 2.69%
127,094
-8,731
17
$4.15M 2.65%
8,387
-1,229
18
$3.99M 2.54%
15,241
-208
19
$3.85M 2.45%
55,469
-7,710
20
$3.67M 2.34%
3,878
-400
21
$3.32M 2.11%
27,875
-1,070
22
$3.09M 1.97%
8,303
+6,920
23
$2.1M 1.34%
17,030
-1,300
24
$1.82M 1.16%
+63,633
25
$1.71M 1.09%
11,396
-1,475
1
2 3