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
401
$8.3M 0.02%
+132,900
402
$8.23M 0.02%
+137,150
403
$8.11M 0.02%
+1,177
404
$7.93M 0.02%
+181,700
405
$7.89M 0.02%
+570,782
406
$7.86M 0.02%
+120,000
407
$7.76M 0.02%
+245,420
408
$7.51M 0.02%
+494,300
409
$7.48M 0.02%
+100,000
410
$7.36M 0.02%
+779,492
411
$7.33M 0.02%
+108,696
412
$7.32M 0.02%
+313,200
413
$7.13M 0.01%
+75,830
414
$7.03M 0.01%
+425,110
415
$6.98M 0.01%
+210,200
416
$6.97M 0.01%
+16,620
417
$6.85M 0.01%
+500,050
418
$6.76M 0.01%
+257,100
419
$6.74M 0.01%
+181,900
420
$6.7M 0.01%
+286,238
421
$6.57M 0.01%
+22,370
422
$6.47M 0.01%
+232,800
423
$6.44M 0.01%
+186,200
424
$6.34M 0.01%
+253,130
425
$6.32M 0.01%
+713,600
15 16
17
18 19