WCM

Wunderlich Capital Managemnt Portfolio holdings

AUM $224M
1-Year Est. Return 21.93%
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$293K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.29M
3
+$1.04M
4
AMAT icon
Applied Materials
AMAT
+$971K
5
AGN
Allergan plc
AGN
+$857K

Top Sells

1
+$1.73M
2
+$1.59M
3
+$1.37M
4
RL icon
Ralph Lauren
RL
+$1.11M
5
NBL
Noble Energy, Inc.
NBL
+$1.06M

Sector Composition

1 Financials 14.39%
2 Industrials 11.79%
3 Healthcare 9.23%
4 Technology 9.21%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.33%
20,147
-112
27
$1.79M 1.33%
12,528
+358
28
$1.74M 1.3%
12,817
+291
29
$1.67M 1.24%
22,373
+575
30
$1.64M 1.22%
25,623
-785
31
$1.64M 1.22%
15,386
+13,829
32
$1.64M 1.22%
14,746
+215
33
$1.63M 1.22%
34,670
-117
34
$1.62M 1.21%
13,229
+228
35
$1.62M 1.21%
46,150
-1,259
36
$1.59M 1.19%
61,116
-588
37
$1.59M 1.18%
12,008
+245
38
$1.58M 1.18%
19,728
-26
39
$1.57M 1.17%
46,734
-650
40
$1.52M 1.13%
28,992
+1,273
41
$1.52M 1.13%
13,620
+486
42
$1.51M 1.13%
13,306
-42
43
$1.51M 1.13%
4,633
-489
44
$1.5M 1.12%
19,283
-128
45
$1.49M 1.11%
44,076
-75
46
$1.49M 1.11%
27,013
-70
47
$1.47M 1.1%
16,530
+54
48
$1.47M 1.09%
12,479
-26
49
$1.47M 1.09%
20,060
+5
50
$1.4M 1.04%
19,166
+322
1
2
3 4 5