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CWG

C WorldWide Group Portfolio holdings

AUM $4.66B
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.67B
AUM Growth
+$449M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$38.8M
3
+$26.3M
4
V icon
Visa
V
+$24.9M
5
BABA icon
Alibaba
BABA
+$23.6M

Top Sells

1
+$137M
2
+$36M
3
+$29.4M
4
PFE icon
Pfizer
PFE
+$15.5M
5
UNH icon
UnitedHealth
UNH
+$9.87M

Sector Composition

1 Financials 24.53%
2 Healthcare 24.41%
3 Consumer Discretionary 17.31%
4 Communication Services 13.45%
5 Consumer Staples 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-25,300
127
– –
-1,471
128
– –
-40,680
129
– –
-83
130
– –
-4,827,086
131
– –
-117,400
132
– –
-268,000
133
– –
-56,917
134
– –
-73,622
2 3 4 5
6