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
1
$6.12M 4.57%
55,861
+429
2
$4.89M 3.65%
40,348
+239
3
$3.46M 2.58%
65,732
+444
4
$3.44M 2.57%
15,262
-139
5
$2.86M 2.13%
25,764
+224
6
$2.48M 1.85%
9,745
-222
7
$2.42M 1.8%
5,402
+75
8
$2.25M 1.68%
23,573
-274
9
$2.25M 1.68%
128,972
-2,930
10
$2.14M 1.6%
20,195
+556
11
$2.1M 1.57%
23,679
-538
12
$2.1M 1.57%
19,059
+351
13
$2.09M 1.56%
1,140
-14
14
$2.07M 1.55%
53,867
-922
15
$1.95M 1.46%
11,423
-416
16
$1.95M 1.45%
7,751
-570
17
$1.94M 1.45%
16,733
+536
18
$1.94M 1.44%
10,389
-190
19
$1.92M 1.43%
33,064
-810
20
$1.88M 1.41%
33,994
-167
21
$1.86M 1.39%
48,228
-900
22
$1.85M 1.38%
17,583
+99
23
$1.82M 1.36%
7,361
-434
24
$1.81M 1.35%
44,842
-210
25
$1.8M 1.35%
37,060
+40
1
2 3 4 5