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
$48.3B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$223M
3
+$219M
4
CME icon
CME Group
CME
+$190M
5
QCOM icon
Qualcomm
QCOM
+$148M

Top Sells

1
+$190M
2
+$175M
3
+$167M
4
BUD icon
AB InBev
BUD
+$157M
5
CELG
Celgene Corp
CELG
+$142M

Sector Composition

1 Technology 22.09%
2 Healthcare 15.74%
3 Consumer Discretionary 10.39%
4 Financials 9.26%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15.4M 0.03%
1,135,500
-402,800
352
$15.3M 0.03%
630,000
-134,000
353
$15.3M 0.03%
+229,600
354
$15.1M 0.03%
278,200
+178,410
355
$15.1M 0.03%
719,777
-51,600
356
$15.1M 0.03%
1,143,560
+170,130
357
$15.1M 0.03%
799,674
-81,075
358
$15M 0.03%
252,474
+102,736
359
$15M 0.03%
712,851
+115,720
360
$14.9M 0.03%
835,934
+552,593
361
$14.8M 0.03%
+118,000
362
$14.8M 0.03%
275,500
-266,550
363
$14.6M 0.03%
354,837
-136,199
364
$14.6M 0.03%
720,100
-154,900
365
$14.5M 0.03%
+328,540
366
$14.4M 0.03%
+1,180,450
367
$14.2M 0.03%
485,182
+201,257
368
$13.9M 0.03%
489,990
369
$13.4M 0.03%
176,920
+92,725
370
$13.4M 0.03%
381,600
371
$13.4M 0.03%
364,104
-2,800
372
$13.3M 0.03%
860,679
+25,000
373
$13.3M 0.03%
196,516
-157,300
374
$13.3M 0.03%
+1,006,000
375
$13.2M 0.03%
381,500
+204,900
13 14
15
16 17