WCM
Wisconsin Capital Management Portfolio holdings
AUM
$182M
1-Year Est. Return
38.99%
This Fund
S&P 500
1 Year Est. Return
+38.99%
AUM
$198M
AUM Growth
+$1.91M
(+0.98%)
Holding
52
Top Buys
| 1 | +$1.39M | |
| 2 | +$633K | |
| 3 | +$606K | |
| 4 |
AAR Corp
AIR
|
+$460K |
| 5 |
Visa
V
|
+$363K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.6M | |
| 3 | +$1.07M | |
| 4 |
Microchip Technology
MCHP
|
+$942K |
| 5 |
BGC Group
BGC
|
+$901K |
Sector Composition
| 1 | Technology | 37.1% |
| 2 | Financials | 17.85% |
| 3 | Communication Services | 9.88% |
| 4 | Consumer Discretionary | 9.02% |
| 5 | Industrials | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.49T
| $27.5M | 13.89% |
147,383
+933
|
|
||
2
Alphabet (Google) Class A
GOOGL
$4.88T
| $17.1M | 8.63% |
54,566
+2,120
|
|
||
3
Microsoft
MSFT
$3.01T
| $11.5M | 5.82% |
23,806
+377
|
|
||
4
Apple
AAPL
$4.39T
| $10.7M | 5.41% |
39,344
+1,183
|
|
||
|
5
Visa
V
$609B
| $9.93M | 5.02% |
28,317
+1,064
|
|
||
6
Mastercard
MA
$434B
| $9.43M | 4.77% |
16,516
+375
|
|
||
7
Amazon
AMZN
$2.91T
| $8.26M | 4.18% |
35,807
+183
|
|
||
8
American Express
AXP
$211B
| $8.26M | 4.18% |
22,333
+87
|
|
||
9
VSE Corp
VSEC
$5.07B
| $7.65M | 3.87% |
44,283
-1,084
|
|
||
10
Mercado Libre
MELI
$79.2B
| $6.37M | 3.22% |
3,162
+79
|
|
||
11
JPMorgan Chase
JPM
$805B
| $6.02M | 3.05% |
18,697
+36
|
|
||
|
12
AAR Corp
AIR
$4.27B
| $5.99M | 3.03% |
72,385
+5,564
|
|
||
13
Eli Lilly
LLY
$906B
| $5.61M | 2.84% |
5,224
+147
|
|
||
14
Advanced Micro Devices
AMD
$726B
| $5.39M | 2.73% |
25,183
+72
|
|
||
15
Autodesk
ADSK
$48.8B
| $4.64M | 2.34% |
15,659
+324
|
|
||
16
Toast
TOST
$13B
| $4.59M | 2.32% |
129,246
+1,403
|
|
||
17
Intuitive Surgical
ISRG
$153B
| $4.02M | 2.03% |
7,094
+47
|
|
||
18
Costco
COST
$458B
| $3.33M | 1.69% |
3,867
|
|
||
19
iShares 0-3 Month Treasury Bond ETF
SGOV
$86.6B
| $3.27M | 1.65% |
32,572
-2,289
|
|
||
20
Exxon Mobil
XOM
$628B
| $3.26M | 1.65% |
27,055
+580
|
|
||
21
Modine Manufacturing
MOD
$14.7B
| $3.2M | 1.62% |
23,983
+912
|
|
||
22
TSMC
TSM
$2.07T
| $2.7M | 1.36% |
8,877
+42
|
|
||
23
Stryker
SYK
$116B
| $2.23M | 1.13% |
6,347
-1,499
|
|
||
24
Phillips 66
PSX
$68.9B
| $2.22M | 1.12% |
17,215
+235
|
|
||
|
25
Alphabet (Google) Class C
GOOG
$4.83T
| $1.96M | 0.99% |
6,259
+439
|
|