WRF

Waddell & Reed Financial Portfolio holdings

AUM $48.6B
1-Year Est. Return 84.53%
This Quarter Est. Return
1 Year Est. Return
+84.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.1B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$178M
3
+$160M
4
INTU icon
Intuit
INTU
+$145M
5
KO icon
Coca-Cola
KO
+$131M

Top Sells

1
+$332M
2
+$171M
3
+$165M
4
HD icon
Home Depot
HD
+$149M
5
MU icon
Micron Technology
MU
+$111M

Sector Composition

1 Technology 25.02%
2 Healthcare 14.64%
3 Consumer Discretionary 12.92%
4 Financials 11.25%
5 Industrials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$33.2M 0.07%
1,473,683
-12,500
277
$33.1M 0.07%
543,109
+279
278
$32.9M 0.07%
93,232
-39,066
279
$32.9M 0.07%
236,685
-50,770
280
$32.7M 0.07%
209,758
-55,255
281
$32.7M 0.07%
282,100
-230,302
282
$32.6M 0.07%
+935,204
283
$32.1M 0.07%
361,031
+288,531
284
$31.7M 0.07%
487,528
+291,706
285
$31.7M 0.07%
811,540
+1,096
286
$29.9M 0.07%
481,581
-775
287
$28.9M 0.06%
165,645
-377,545
288
$28.6M 0.06%
208,951
-795,595
289
$28.1M 0.06%
+1,505,700
290
$27.7M 0.06%
6,971
-369
291
$27.7M 0.06%
1,171,032
+603,002
292
$27.7M 0.06%
1,038,572
+346,853
293
$27.7M 0.06%
837,099
+165,359
294
$27.6M 0.06%
+807,508
295
$27.3M 0.06%
1,928,175
-100,053
296
$27.2M 0.06%
158,170
297
$27.1M 0.06%
592,312
-90,558
298
$26.8M 0.06%
240,000
-35,000
299
$26.8M 0.06%
720,960
300
$26.4M 0.06%
629,172
+52
10 11
12
13 14