Wunderlich Capital Managemnt Buys Microsoft Corp, Booking Holdings Inc, Medtronic PLC, Sells BlackRock Inc, Alibaba Group Holding, Vertex Pharmaceuticals Inc

Memphis, TN, based Investment company Wunderlich Capital Managemnt (Current Portfolio) buys Microsoft Corp, Booking Holdings Inc, Medtronic PLC, Starbucks Corp, iShares MBS ETF, sells BlackRock Inc, Alibaba Group Holding, Vertex Pharmaceuticals Inc, Verizon Communications Inc, Illinois Tool Works Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Wunderlich Capital Managemnt. As of 2021Q3, Wunderlich Capital Managemnt owns 88 stocks with a total value of $202 million. These are the details of the buys and sells.

For the details of Wunderlich Capital Managemnt's stock buys and sells, go to https://www.gurufocus.com/guru/wunderlich+capital+managemnt/current-portfolio/portfolio

These are the top 5 holdings of Wunderlich Capital Managemnt
  1. iShares iBoxx USD Investment Grade Corporate Bond (LQD) - 45,264 shares, 2.99% of the total portfolio. Shares reduced by 13.74%
  2. iShares Core U.S. Aggregate Bond ETF (AGG) - 50,420 shares, 2.87% of the total portfolio. Shares added by 10.50%
  3. JPMorgan Ultra-Short Income ETF (JPST) - 103,453 shares, 2.60% of the total portfolio. Shares reduced by 3.31%
  4. iShares MBS ETF (MBB) - 45,853 shares, 2.46% of the total portfolio. Shares added by 60.96%
  5. Apple Inc (AAPL) - 35,123 shares, 2.46% of the total portfolio. Shares reduced by 3.36%
New Purchase: Booking Holdings Inc (BKNG)

Wunderlich Capital Managemnt initiated holding in Booking Holdings Inc. The purchase prices were between $2067.55 and $2491.35, with an estimated average price of $2243.82. The stock is now traded at around $2386.070000. The impact to a portfolio due to this purchase was 1.32%. The holding were 1,123 shares as of 2021-09-30.

New Purchase: Medtronic PLC (MDT)

Wunderlich Capital Managemnt initiated holding in Medtronic PLC. The purchase prices were between $122.75 and $135.17, with an estimated average price of $129.47. The stock is now traded at around $118.070000. The impact to a portfolio due to this purchase was 1.23%. The holding were 19,763 shares as of 2021-09-30.

New Purchase: Starbucks Corp (SBUX)

Wunderlich Capital Managemnt initiated holding in Starbucks Corp. The purchase prices were between $110.31 and $126.06, with an estimated average price of $117.05. The stock is now traded at around $112.880000. The impact to a portfolio due to this purchase was 0.99%. The holding were 18,131 shares as of 2021-09-30.

New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Wunderlich Capital Managemnt initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $109.28 and $112.83, with an estimated average price of $111.25. The stock is now traded at around $109.235000. The impact to a portfolio due to this purchase was 0.9%. The holding were 16,533 shares as of 2021-09-30.

New Purchase: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)

Wunderlich Capital Managemnt initiated holding in iShares iBoxx USD High Yield Corporate Bond ETF. The purchase prices were between $85.97 and $87.57, with an estimated average price of $86.87. The stock is now traded at around $86.800000. The impact to a portfolio due to this purchase was 0.88%. The holding were 20,229 shares as of 2021-09-30.

New Purchase: Lululemon Athletica Inc (LULU)

Wunderlich Capital Managemnt initiated holding in Lululemon Athletica Inc. The purchase prices were between $364.23 and $432.61, with an estimated average price of $399.87. The stock is now traded at around $479.205000. The impact to a portfolio due to this purchase was 0.45%. The holding were 2,220 shares as of 2021-09-30.

Added: Microsoft Corp (MSFT)

Wunderlich Capital Managemnt added to a holding in Microsoft Corp by 291.67%. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $340.309800. The impact to a portfolio due to this purchase was 1.8%. The holding were 17,296 shares as of 2021-09-30.

Added: iShares MBS ETF (MBB)

Wunderlich Capital Managemnt added to a holding in iShares MBS ETF by 60.96%. The purchase prices were between $107.88 and $108.68, with an estimated average price of $108.36. The stock is now traded at around $107.405000. The impact to a portfolio due to this purchase was 0.93%. The holding were 45,853 shares as of 2021-09-30.

Added: ViacomCBS Inc (VIAC)

Wunderlich Capital Managemnt added to a holding in ViacomCBS Inc by 160.19%. The purchase prices were between $38.47 and $44.95, with an estimated average price of $40.8. The stock is now traded at around $35.425400. The impact to a portfolio due to this purchase was 0.58%. The holding were 48,385 shares as of 2021-09-30.

Added: BP PLC (BP)

Wunderlich Capital Managemnt added to a holding in BP PLC by 1215.17%. The purchase prices were between $23.09 and $27.33, with an estimated average price of $25.08. The stock is now traded at around $27.815000. The impact to a portfolio due to this purchase was 0.23%. The holding were 18,557 shares as of 2021-09-30.

Added: McDonald's Corp (MCD)

Wunderlich Capital Managemnt added to a holding in McDonald's Corp by 20.01%. The purchase prices were between $229.26 and $248.11, with an estimated average price of $238.61. The stock is now traded at around $252.998200. The impact to a portfolio due to this purchase was 0.19%. The holding were 9,561 shares as of 2021-09-30.

Added: Coupang Inc (CPNG)

Wunderlich Capital Managemnt added to a holding in Coupang Inc by 148.92%. The purchase prices were between $27.85 and $44.54, with an estimated average price of $34.58. The stock is now traded at around $29.985000. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,252 shares as of 2021-09-30.

Sold Out: Alibaba Group Holding Ltd (BABA)

Wunderlich Capital Managemnt sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: Vertex Pharmaceuticals Inc (VRTX)

Wunderlich Capital Managemnt sold out a holding in Vertex Pharmaceuticals Inc. The sale prices were between $181.39 and $202.99, with an estimated average price of $195.37.

Sold Out: Verizon Communications Inc (VZ)

Wunderlich Capital Managemnt sold out a holding in Verizon Communications Inc. The sale prices were between $54.01 and $56.55, with an estimated average price of $55.34.

Sold Out: Tencent Holdings Ltd (TCEHY)

Wunderlich Capital Managemnt sold out a holding in Tencent Holdings Ltd. The sale prices were between $53.74 and $74.76, with an estimated average price of $62.79.

Sold Out: Spotify Technology SA (SPOT)

Wunderlich Capital Managemnt sold out a holding in Spotify Technology SA. The sale prices were between $205.08 and $268.63, with an estimated average price of $236.42.

Sold Out: iShares China Large-Cap ETF (FXI)

Wunderlich Capital Managemnt sold out a holding in iShares China Large-Cap ETF. The sale prices were between $38.18 and $46.09, with an estimated average price of $41.31.



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