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
101
-8,314