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
$30.7B
AUM Growth
-$9.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$148M
3
+$71.5M
4
COO icon
Cooper Companies
COO
+$71.3M
5
MS icon
Morgan Stanley
MS
+$70.4M

Top Sells

1
+$290M
2
+$213M
3
+$179M
4
TDOC icon
Teladoc Health
TDOC
+$147M
5
TTWO icon
Take-Two Interactive
TTWO
+$147M

Sector Composition

1 Technology 31.66%
2 Healthcare 14.21%
3 Consumer Discretionary 12.59%
4 Financials 9.34%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.34M 0.03%
+332,644
352
$9.26M 0.03%
241,843
+35,578
353
$9.16M 0.03%
297,382
-144,113
354
$8.98M 0.03%
192,830
+12,619
355
$8.96M 0.03%
249,558
-5,184
356
$8.52M 0.03%
193,960
-23,470
357
$8.27M 0.03%
+112,478
358
$8.1M 0.03%
+605,066
359
$7.95M 0.03%
64,484
+14,717
360
$7.54M 0.02%
+209,031
361
$7.49M 0.02%
+62,527
362
$7.17M 0.02%
371,656
+271,656
363
$6.96M 0.02%
+138,898
364
$6.89M 0.02%
66,169
-4,736
365
$6.79M 0.02%
296,644
-260,177
366
$6.76M 0.02%
+808,552
367
$6.53M 0.02%
1,876,360
+182,485
368
$6.38M 0.02%
1,594,679
-161,697
369
$6.37M 0.02%
441,604
-444,452
370
$6.36M 0.02%
606,000
-458,835
371
$6.21M 0.02%
237,082
+6,216
372
$6.18M 0.02%
98,298
+4,723
373
$6.13M 0.02%
87,454
-3,788
374
$6.13M 0.02%
30,684
+2,602
375
$6.11M 0.02%
845,422
+125,293
13 14
15
16 17