WCM
Wunderlich Capital Managemnt Portfolio holdings
AUM
$224M
This Quarter Return
+4.85%
1 Year Return
+21.93%
3 Year Return
+33.57%
5 Year Return
+109.96%
10 Year Return
+204.55%
AUM
$134M
AUM Growth
+$134M
(+0.22%)
Cap. Flow
-$4.61M
Cap. Flow
% of AUM
-3.44%
Top 10 Holdings %
Top 10 Hldgs %
24.09%
Holding
102
New
3
Increased
32
Reduced
53
Closed
13
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.47M |
| 2 |
Biogen
BIIB
|
$1.29M |
| 3 |
APC
Anadarko Petroleum
APC
|
$1.05M |
| 4 |
Applied Materials
AMAT
|
$971K |
| 5 |
AGN
Allergan plc
AGN
|
$857K |
Top Sells
| 1 |
HCA Healthcare
HCA
|
$1.73M |
| 2 |
Whirlpool
WHR
|
$1.59M |
| 3 |
SHPG
Shire pic
SHPG
|
$1.37M |
| 4 |
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% |