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
$224M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$697K
3
+$423K
4
WDAY icon
Workday
WDAY
+$180K
5
UNH icon
UnitedHealth
UNH
+$169K

Top Sells

1
+$1.51M
2
+$1.42M
3
+$925K
4
PYPL icon
PayPal
PYPL
+$678K
5
DEO icon
Diageo
DEO
+$565K

Sector Composition

1 Technology 21.18%
2 Financials 10.57%
3 Healthcare 10.44%
4 Consumer Discretionary 8.47%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITW icon
76
Illinois Tool Works
ITW
$75B
$283K 0.13%
1,196
ADI icon
77
Analog Devices
ADI
$121B
$272K 0.12%
1,193
-11
CP icon
78
Canadian Pacific Kansas City
CP
$69.4B
$266K 0.12%
3,380
-50
DHR icon
79
Danaher
DHR
$157B
$242K 0.11%
970
-9
WAT icon
80
Waters Corp
WAT
$20.8B
$224K 0.1%
773
-6
C icon
81
Citigroup
C
$173B
$180K 0.08%
2,833
AGG icon
82
iShares Core US Aggregate Bond ETF
AGG
$133B
$110K 0.05%
1,130
IGSB icon
83
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$71.7K 0.03%
1,400
SYY icon
84
Sysco
SYY
$37.9B
$71.4K 0.03%
+1,000
MAA icon
85
Mid-America Apartment Communities
MAA
$15.6B
$70.6K 0.03%
495
HYG icon
86
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$55.2K 0.02%
715
LULU icon
87
lululemon athletica
LULU
$21.5B
$52.3K 0.02%
175
-87
TSCO icon
88
Tractor Supply
TSCO
$29B
$36.5K 0.02%
675
-1,425
LLY icon
89
Eli Lilly
LLY
$717B
$36.2K 0.02%
+40
NYT icon
90
New York Times
NYT
$9.19B
$33.2K 0.01%
+649
KMI icon
91
Kinder Morgan
KMI
$58.3B
$32.3K 0.01%
+1,625
MPC icon
92
Marathon Petroleum
MPC
$55.6B
$26K 0.01%
150
MSI icon
93
Motorola Solutions
MSI
$74.1B
$22.8K 0.01%
59
DVN icon
94
Devon Energy
DVN
$21.2B
$13.6K 0.01%
286
HD icon
95
Home Depot
HD
$389B
$13.4K 0.01%
39
CME icon
96
CME Group
CME
$96.8B
$12.8K 0.01%
65
QCOM icon
97
Qualcomm
QCOM
$182B
$11.2K 0.01%
+56
PG icon
98
Procter & Gamble
PG
$356B
$10.7K ﹤0.01%
65
-201
BX icon
99
Blackstone
BX
$126B
$10.6K ﹤0.01%
+86
APD icon
100
Air Products & Chemicals
APD
$56.7B
$9.29K ﹤0.01%
36
1 2 3
4
5