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
$204M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$1M
3
+$744K
4
KR icon
Kroger
KR
+$403K
5
FI icon
Fiserv
FI
+$154K

Top Sells

1
+$2.66M
2
+$2.22M
3
+$2.09M
4
MDT icon
Medtronic
MDT
+$1.51M
5
USB icon
US Bancorp
USB
+$730K

Sector Composition

1 Technology 20.16%
2 Healthcare 11.18%
3 Industrials 10.65%
4 Financials 10.58%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 5.37%
218,155
+111,691
2
$6.74M 3.31%
34,737
-121
3
$6.58M 3.23%
50,496
-6
4
$6.22M 3.05%
31,666
-993
5
$6.11M 3%
63,218
-1,460
6
$5.94M 2.92%
17,435
-48
7
$5.79M 2.84%
48,334
+392
8
$5.13M 2.52%
70,557
+1,610
9
$5M 2.45%
108,635
+863
10
$4.83M 2.37%
63,866
+443
11
$4.55M 2.24%
52,490
-710
12
$4.25M 2.09%
14,003
-187
13
$4.17M 2.05%
14,515
-3
14
$4.09M 2.01%
35,742
+94
15
$3.87M 1.9%
48,977
+1,240
16
$3.81M 1.87%
16,049
-48
17
$3.79M 1.86%
31,843
-130
18
$3.79M 1.86%
35,463
+250
19
$3.5M 1.72%
17,404
-82
20
$3.47M 1.7%
15,375
-204
21
$3.37M 1.65%
23,299
+185
22
$3.36M 1.65%
23,076
-44
23
$3.28M 1.61%
31,554
+134
24
$3.23M 1.59%
1,196
-10
25
$3.21M 1.58%
77,355
+434
1
2 3 4