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
376
$10.7M 0.02%
+880,500
377
$10.7M 0.02%
+286,044
378
$10.6M 0.02%
+568,361
379
$10.5M 0.02%
+243,305
380
$10.5M 0.02%
+350,450
381
$10.4M 0.02%
+924,511
382
$10.2M 0.02%
+254,000
383
$10.1M 0.02%
+195,600
384
$9.85M 0.02%
+871,496
385
$9.65M 0.02%
+121,900
386
$9.62M 0.02%
+567,690
387
$9.52M 0.02%
+220,440
388
$9.4M 0.02%
+425,500
389
$9.2M 0.02%
+513,400
390
$9.08M 0.02%
+219,274
391
$8.97M 0.02%
+190,000
392
$8.85M 0.02%
+862,821
393
$8.84M 0.02%
+305,983
394
$8.68M 0.02%
+149,312
395
$8.51M 0.02%
+232,200
396
$8.49M 0.02%
+165,000
397
$8.43M 0.02%
+1,345,125
398
$8.43M 0.02%
+315,087
399
$8.37M 0.02%
+371,300
400
$8.37M 0.02%
+617,500
14 15
16
17 18