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
51
$1.39M 1.04%
8,746
-134
52
$1.38M 1.03%
27,207
-41
53
$1.36M 1.01%
11,895
+79
54
$1.35M 1.01%
17,574
+185
55
$1.3M 0.97%
20,149
+5,487
56
$1.29M 0.96%
+4,123
57
$1.29M 0.96%
26,680
-358
58
$1.29M 0.96%
15,711
-129
59
$1.25M 0.94%
24,134
-3,036
60
$1.25M 0.93%
13,956
+999
61
$1.18M 0.88%
49,248
-132
62
$1.16M 0.87%
5,665
+4,182
63
$1.16M 0.86%
19,383
-84
64
$1.13M 0.84%
21,678
+18,641
65
$1.13M 0.84%
39,623
-239
66
$1.09M 0.81%
9,831
+7,548
67
$1.08M 0.81%
20,122
-51
68
$1.04M 0.78%
+21,384
69
$1.04M 0.78%
6,994
+3,014
70
$1.04M 0.77%
20,959
-13
71
$1.01M 0.75%
26,294
+5,828
72
$956K 0.71%
28,091
-114
73
$775K 0.58%
14,174
-1,489
74
$689K 0.51%
9,881
-2,187
75
$590K 0.44%
12,827
+3,487
1 2
3
4 5