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
$47.9B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$1.43B
2
+$1.41B
3
+$1.23B
4
PM icon
Philip Morris
PM
+$1.13B
5
CSCO icon
Cisco
CSCO
+$870M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 13.37%
3 Financials 12.81%
4 Industrials 11.27%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12.3M 0.03%
+420,170
352
$12.3M 0.03%
+114,463
353
$12M 0.03%
+250,000
354
$11.9M 0.02%
+280,000
355
$11.9M 0.02%
+808,051
356
$11.9M 0.02%
+486,700
357
$11.8M 0.02%
+209,760
358
$11.8M 0.02%
+673,300
359
$11.7M 0.02%
+351,800
360
$11.7M 0.02%
+217,996
361
$11.6M 0.02%
+226,200
362
$11.6M 0.02%
+1,358,894
363
$11.6M 0.02%
+534,300
364
$11.5M 0.02%
+1,933,060
365
$11.5M 0.02%
+152,203
366
$11.5M 0.02%
+1,137,300
367
$11.4M 0.02%
+682,951
368
$11.2M 0.02%
+201,800
369
$11.2M 0.02%
+169,830
370
$11M 0.02%
+351,800
371
$10.9M 0.02%
+242,400
372
$10.8M 0.02%
+231,386
373
$10.8M 0.02%
+181,350
374
$10.8M 0.02%
+190,560
375
$10.7M 0.02%
+183,540
13 14
15
16 17